Every Feature You Need to Take Control
Portfolio tracking, intelligent budgeting, retirement planning, and financial health scoring. All in one beautiful platform designed for UK professionals.
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
—
Total Assets
£132,500
Built for Every Aspect of Your Finances
From daily budgeting to long-term wealth building, we've got you covered.
Portfolio Management
Track all your investments in one place with true performance metrics.
- Multi-account aggregation
- True ROI calculations
- Asset allocation analysis
- Historical performance tracking
- Tax-efficient account management
Smart Budgeting
Transform abstract budgets into actionable weekly spending plans.
- Weekly spending breakdowns
- Safe-to-spend calculator
- Expense categorisation
- Spending pattern analysis
- Budget vs actual tracking
Financial Planning
Plan for the future with intelligent projections and goal tracking.
- Retirement projections
- Goal progress tracking
- Emergency fund analysis
- Financial health scoring
- AI-powered recommendations
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
Weekly Budget Planner
Break monthly budgets into actionable weekly plans
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
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 + AI |
| Monzo/Emma | Transaction Tracking | ✅ Plus deep analytics |
| Personal Capital | Portfolio Management | ✅ Plus smart budgeting |
| Spreadsheets | Flexibility | ✅ Plus beautiful UI |
All the power of specialized apps, none of the fragmentation.