Take Control of Your Financial Future
Track all your accounts, plan your budget, and see when you can retire. All in one beautiful dashboard. Built for everyday people who want to get a better hold of their finances, investments, and budget.
Available for Envelopes
£1320.00
4 envelopes · 35 transactions
Allocated
£920.00
Remaining
£400.00
Groceries
12 transactions • 77% used
Eating Out
8 transactions • 84% used
Portfolio Performance
Change from March 2026
Deposits & Payments
Same as last month
Asset Change
+2.2%
Liability Change
+0.0%
Net Worth Change
+2.8%
S&P 500 ISA
£45,200
Crypto Portfolio
£7,200
Managing Money Shouldn't Be This Hard
Most financial apps give you pieces of the puzzle. You deserve the complete picture.
Scattered Finances
Using multiple apps for investments, budgets, and planning? Your financial picture shouldn't be fragmented across 5 different platforms.
Guessing Your Progress
Not sure if you're on track for retirement? Generic advice doesn't account for your unique situation and goals.
Surface-Level Insights
Tired of basic tracking without actionable guidance? You need financial advisor-level analysis, not just charts.
Everything You Need in One Platform
Stop juggling multiple apps. Get portfolio tracking, intelligent budgeting, and retirement planning, all with powerful insights that help you make better financial decisions.
Track 50+ accounts with true ROI calculations
Separate market gains from contributions • 3-year historical analysis • Asset allocation tracking
Highest Gainers
Lowest Gainers
Liabilities
—
Good job! Paying down your debt
Total Assets
£132,500
Your Financial Command Center
See everything that matters in one place. Real-time insights, personalised benchmarks, and actionable guidance.
Net Worth
£
View Portfolio →
Monthly Surplus
£
View Budget →
Savings Rate
Target: 20%
UK Pension Benchmark
UK average: £39,500
of UK average for Age 35-44
You're significantly ahead of your peers - fantastic work!
Source: ONS Jan 2025 (Updated: Jan 2025)
Net Worth
£130,000
+£8,200 (+6.7%)
this month
as of Jan 2026
Due Today
£244.99
3 expenses due
Monthly: 244.99
Gym Membership
Monthly£45.00
Stop Using 3+ Apps. Use One.
Assero combines the best features from every financial app you love: unified, intelligent, and beautifully designed.
| Competitor | Their Strength | Assero Has It |
|---|---|---|
| YNAB | Budget Tracking | ✅ Plus portfolio + smart insights |
| Monzo/Emma | Transaction Tracking | ✅ Plus deep analytics |
| Personal Capital | Portfolio Management | ✅ Plus smart budgeting |
| Spreadsheets | Flexibility | ✅ Plus beautiful UI |
All the power of specialised apps, none of the fragmentation.
Comprehensive Financial Management
Every feature you need to take control of your financial future, backed by intelligent insights and beautiful design.
Multi-Account Tracking
Track ISAs, pensions, brokerages, savings all in one view
True ROI Calculation
See real investment returns, not inflated by contributions
Envelope Budgeting
Allocate flexible spending into smart envelopes with tracking
Emergency Fund Intelligence
Calculate exactly how many months you're covered
Retirement Scenarios
Conservative, moderate, optimistic projections
Financial Health Grade
A-F scoring across 7 key dimensions
AI Recommendations
Priority actions ranked by impact on your goals
Goal Progress Tracking
Monitor all financial goals with visual progress
Tax Efficiency
UK-specific: ISA allowances, pension caps, tax planning
Historical Analysis
3+ years of account history and trends
Safe-to-Spend Calculator
Know exactly how much you can spend guilt-free
Spending Pattern Analysis
Understand where your money really goes
Choose Your Plan
Full access to all features with smart financial assistants. Start with a 14-day free trial, no credit card required.
Billing Period
Frequently Asked Questions
Got questions? We've got answers. If you need more help, contact our support team.
All my accounts and investments tracked in one place. Really helps keep track of where money is going and the envelope budgeting system is spot on.
Sarah Mitchell
Marketing Manager
The ISA and pension tracking is exactly what I needed. Nice to see everything clearly laid out with my actual financial health score.
James Patterson
Teacher
helps you keep an eye on what you spend and where. the budget categories make sense and I can see my progress towards savings goals
Rachel Thompson
Freelance Designer
Really easy to setup and get started. The portfolio breakdown shows me exactly where my investments stand and my net worth over time.
David Chen
Software Developer
All my accounts and investments tracked in one place. Really helps keep track of where money is going and the envelope budgeting system is spot on.
Sarah Mitchell
Marketing Manager
The ISA and pension tracking is exactly what I needed. Nice to see everything clearly laid out with my actual financial health score.
James Patterson
Teacher
helps you keep an eye on what you spend and where. the budget categories make sense and I can see my progress towards savings goals
Rachel Thompson
Freelance Designer
Really easy to setup and get started. The portfolio breakdown shows me exactly where my investments stand and my net worth over time.
David Chen
Software Developer
All my accounts and investments tracked in one place. Really helps keep track of where money is going and the envelope budgeting system is spot on.
Sarah Mitchell
Marketing Manager
The ISA and pension tracking is exactly what I needed. Nice to see everything clearly laid out with my actual financial health score.
James Patterson
Teacher
helps you keep an eye on what you spend and where. the budget categories make sense and I can see my progress towards savings goals
Rachel Thompson
Freelance Designer
Really easy to setup and get started. The portfolio breakdown shows me exactly where my investments stand and my net worth over time.
David Chen
Software Developer
gives me clarity on my income and expenses for the first time. The spending tracking helps me stay on track and avoid going over budget.
Emma Roberts
Nurse
Well thought through app. Love seeing my net worth update and the projections for future savings. Much better than spreadsheets!
Michael Brown
Accountant
The categories for different spending areas are helpful and it clearly shows where I'm overspending. Already saved £150 this month.
Sophie Anderson
Small Business Owner
nice to see the weekly budget breakdown and understand my recurring payments properly. the expense tracking is straightforward and useful
Tom Williams
Consultant
gives me clarity on my income and expenses for the first time. The spending tracking helps me stay on track and avoid going over budget.
Emma Roberts
Nurse
Well thought through app. Love seeing my net worth update and the projections for future savings. Much better than spreadsheets!
Michael Brown
Accountant
The categories for different spending areas are helpful and it clearly shows where I'm overspending. Already saved £150 this month.
Sophie Anderson
Small Business Owner
nice to see the weekly budget breakdown and understand my recurring payments properly. the expense tracking is straightforward and useful
Tom Williams
Consultant
gives me clarity on my income and expenses for the first time. The spending tracking helps me stay on track and avoid going over budget.
Emma Roberts
Nurse
Well thought through app. Love seeing my net worth update and the projections for future savings. Much better than spreadsheets!
Michael Brown
Accountant
The categories for different spending areas are helpful and it clearly shows where I'm overspending. Already saved £150 this month.
Sophie Anderson
Small Business Owner
nice to see the weekly budget breakdown and understand my recurring payments properly. the expense tracking is straightforward and useful
Tom Williams
Consultant