Question 1

What does joining the waitlist get me?

Accepted Answer

Early access. We open Assely in waves, and waitlist members are invited first. Everyone starts on the free plan, and launch pricing is locked for waitlist members when they upgrade.

Question 2

Is my financial data secure?

Accepted Answer

Yes. Data is encrypted in transit and at rest, and access to your accounts is strictly read-only: Assely cannot move money or make transactions. You can export or delete everything we hold about you at any time.

Question 3

How does Assely connect to my accounts?

Accepted Answer

Banks connect through Salt Edge, a regulated open-banking provider covering 2,500+ institutions; brokerage accounts connect through SnapTrade. You authenticate directly with your institution, and your credentials are never stored on our servers.

Question 4

Which banks and regions are supported?

Accepted Answer

Assely supports 2,500+ banks and financial institutions across Europe (EEA and the UK) via open banking, plus major brokerages through SnapTrade. Multi-currency accounts are converted and consolidated automatically.

Question 5

What can I track?

Accepted Answer

Nine asset classes (stocks, ETFs, bonds, funds, crypto, and more) alongside bank accounts, budgets, debts, goals, and subscriptions. Alternative assets like real estate, vehicles, watches, and art can be tracked with manual valuations, all rolled into one net worth.

Question 6

Can I cancel or delete my data?

Accepted Answer

Anytime. Subscriptions can be cancelled from settings with no fees or lock-in, your data exports with you, and account deletion permanently removes everything we hold.

	Free Everything you need to see your money clearly €0forever Get early access	ProPopular The full interconnected platform for serious money management €9.99/month Get early access	Max For high-net-worth individuals and families €29.99/month Talk to us
Banking & Transactions
Connected bank accounts	2 accounts	Unlimited	Unlimited
Automatic categorization
Transaction rules engine
Saved filters, tags & bulk edits
Spreadsheet import / CSV & PDF export
Multi-currency accounts
Planning
Budgets	Basic	Hierarchical + replication	Hierarchical + replication
Debt payoff strategies
Goals with what-if simulator
Subscription tracking
Customizable dashboard
Investments & Insights
Portfolio tracking (9 asset classes)
Real-time prices & P&L
Sector, currency & geographic analysis
AI-powered insights
Advanced tax optimization
Security & Support
Read-only bank-level encryption
Support	Email	Priority email	Dedicated
Family accounts			Up to 5 members
API access

Launch pricing. Locked for the waitlist.

Free

Pro

Max

Questions, answered plainly

One precise picture. Yours is waiting.