BalanceSheets.com

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An all in one platform

New features added on a regular basis

Central Dashboard

Track multiple assets such as stocks, bonds, private placements, held-away cash, NFTs and crypto from a single dashboard. You can even track alternative investments such as managed short-term rentals.

Multi Channel

Get support via phone, email, chat and our online ticketing system. Managed accounts have the option for in-person meetings with dedicated, local, registered investment advisers.

Asset Aggregation

Asset aggregation collects data from clients and financial institutions, including held-away assets and liabilities from banks, and credit cards to get the most comprehensive perspective.

Cloud Based

Paperless onboarding, to-do lists, designated binders, integrated web-meetings and scheduling enable detailed project and progress tracking for a streamlined task management system - all online.

Improved Security

SSL (Secure Socket Layer) is the standard security technology for establishing an encrypted link between our web servers and browsers. This secure link ensures that all data transferred remains private.

Dedicated Advisors

Managed Balance Sheets are all supervised by RIAs. A Registered Investment Advisor (RIA) is a licensed individual that provides clients with financial advice. Unlike other types of financial advisors, RIAs have a fiduciary duty to act in their client's best interest.

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Managed Balance Sheets™

Managed Balance Sheets™ are supervised by registered investment advisors serving as fudiciary agents dedicated to clients meeting their financial goals.

Managed Balance Sheets™

Managed Balance Sheets™ are supervised by registered investment advisors serving as fiduciary agents dedicated to clients meeting their financial goals.

Multidisciplinary Task Force

In addition to a dedicated registered investment advisor, Managed Balance Sheets™ get access to other resources such as tax experts and estate planning attorneys, therefore having the ability to form virtual family offices.

Marketplace

The Marketplace is an internet-based technology platform that facilitates administration for investments. Investment opportunities on the Marketplace are generally offered under Rule 506 of Regulation D and are only suitable for, intended for and available to ”accredited investors” as defined under Rule 501 of Regulation D who are registered users of the Marketplace. Investments in private placement are speculative and involve a high degree of risk.

Marketplace

The Marketplace is an internet-based technology platform that facilitates administration for investments. Investment opportunities on the Marketplace are generally offered under Rule 506 of Regulation D and are only suitable for, intended for and available to ”accredited investors” as defined under Rule 501 of Regulation D who are registered users of the Marketplace. Investments in private placement are speculative and involve a high degree of risk.

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Monetized Insight™

According to consulting firm Neudata, which helps investors evaluate data providers, yearly subscriptions for alternative data sets can range from less than $25,000 to $500,000 or more. About 30 percent of transactional data subscriptions, for example, cost more than $150,000 a year, Neudata said.
Through BalanceSheets.com, participating advisors and investors can monetise their insight by getting compensated for their opinion on alternative investments products. Earnings are automatically deposited in participants' wallet in the form of either fiat currency or crypto, based on the program.

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