Build financial asset management software, no code required
Track assets, manage portfolios, and ensure compliance with a customizable solution tailored to your financial management needs.
Customize your asset management software
Tailor your platform with just the features your team needs. Update and refine your setup as workflows change—no code or extra tools required.
Portfolio overview dashboard
Transaction tracking
Performance reporting
Client account management
Document storage and sharing
Task and reminder management
Bring all your financial data together in real time
Connect spreadsheets, ERPs, and investment tracking tools with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your assets.
Custom access for every team. Built-in security, no dev time.
Manage financial assets efficiently with custom permissions for analysts, managers, and admins. Secure logins and tailored dashboards—no IT support needed.
Advanced permissions
Provide tailored access and dashboards for analysts, portfolio managers, and executives—each role sees only relevant asset data.
User groups
Provide tailored access and dashboards for analysts, portfolio managers, and executives—each role sees only relevant asset data.
Automations
Connect with finance tools to automate portfolio updates, reporting, and compliance checks—reducing manual work.
Works on any device
Track and manage assets from anywhere. Access your management app on desktop or mobile out of the box.
Easy, secure logins
Allow team members to sign in with Google, email, or SSO for quick, secure access to asset management features.
Security
Protect sensitive financial asset data with robust SOC2 and GDPR compliance, plus fine-tuned access controls.
.svg)
An AI assistant for finance teams
Finance teams can ask AI about asset values, reports, or trends—getting instant answers inside your asset management app.
Why Softr vs other software
No more one-size-fits-all tools or costly custom builds. Softr is easy to use and fully customizable, so you can launch faster, adapt as you grow, and skip the complexity of traditional software.
Easy, fast setup
Set up your asset management platform in minutes with drag-and-drop blocks and finance templates.
Consolidate your stack
Add features like portfolio tracking or compliance workflows as your asset management needs evolve.
Flexible as you grow
Manage assets, client records, and reports—all in one place, with no extra tools or logins.
Build a fully custom financial asset management tool in minutes
Connect to your data in seconds
Integrate with your spreadsheets and databases, including Airtable, SQL, Hubspot, Google Sheets, Supabase, BigQuery, and more—in just a few clicks. Your data is always secure and in sync.
Customize layout and logic
Drag and drop customizable building blocks with various views and functionalities. Granular permissions allow you to control what data each user can access, and which actions they can take.
Publish and launch
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.
250+
600+
Frequently asked questions
Build your financial asset management software now