Track all your investments in one place
Assets2IncomeTM is a tool for measuring the income generated from your assets. With unparallelled ability to record and track fixed income and alternative investments.
The tool can be used for a variety of structures such as your Self Managed Super Fund (SMSF), Family Trust, investment company or even assets held in your own name.
The Assets 2 Income Process
This is a Portfolio Management tool like no other. Each screen focuses on the income that your investments are generating.
Private Credit and Private Equity
Keep track of all your investments.
Record all of the details of your private unlisted investments. You can manage all different kinds of securities both private and public.
- Corporate bonds
- Peer to peer lending
- Contributory mortgage schemes
- Managed investment schemes
- Preference shares
- Unlisted shares
Our Philosophy
Assets2Income is not another tool to calculate your net worth or to record income and expense transactions. Our focus is to make it clear to see how much income each of your investments in generating.
Screens optimised for Private Credit
We focus on interest and distribution payment dates along with expected return of capital. Whether any investments are in default are also recorded and tracked.
Tour
Take a tour of the Assets2Income toolset.
Compound Growth
Learn how compound growth can supercharge your investments.
