Track assets, monitor usage, and optimize resources with a customizable dashboard tailored to your organization's workflow.


Create an asset management dashboard with only the views and workflows you need today. Easily adapt and add features as your processes change.
Connect spreadsheets, ERPs, and other systems with real-time sync—or manage everything in Softr Databases. Create a single source of truth for your assets.
Empower your team to manage and track assets securely. Set up tailored dashboards, user groups, and granular permissions—no IT support needed.
Give team members customized dashboards so each role only sees the assets and data relevant to them.
Give team members customized dashboards so each role only sees the assets and data relevant to them.
Connect with tools like Make, Zapier, or N8N to automate asset tracking, updates, and notifications.
Update and monitor asset information from any device. All apps are mobile-ready by default.
Enable secure, fast logins for your team with Google, email, or SSO—no IT tickets required.
Keep asset data protected with SOC2 and GDPR compliance, plus advanced access controls at every level.
Let IT staff ask AI about assets, usage, or status and get instant answers—right inside your asset management dashboard.
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.
Launch your asset management dashboard in minutes with drag-and-drop blocks and templates.
Add features like asset tracking, custom reports, or permissions as your needs evolve—no rebuild needed.
Start with a dashboard, then add inventory tools, reports, or user access—all in one place, no extra tools.
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.
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.
Ship applications that your team will love in minutes or hours, instead of days or weeks. Deploy on both desktop and mobile.












An asset management dashboard is a secure platform where investors, portfolio managers, and other stakeholders can log in to access real-time information about their assets, portfolio performance, key documents, and updates. It centralizes all communication and data, so there’s no need to rely on scattered spreadsheets or emails. This helps you stay organized and provides a transparent, streamlined experience for everyone involved in managing assets.
Softr makes it easy to create an asset management dashboard tailored to your firm’s workflows. You can connect your existing data sources—like Airtable, HubSpot, Notion, SQL, and more—to present portfolio data, performance metrics, and reports to your investors and team members, all in one place.
There’s no need to code. You can start with a template or build from scratch, adjust layouts, set up custom access permissions, and brand the dashboard to match your organization. It’s quick to launch, easy to update, and flexible enough to adapt as your asset management needs grow. Everything stays organized and looks professional.
You can incorporate a variety of features in your asset management dashboard to suit your firm’s needs. Some common features include:
\- User logins – so each stakeholder can securely access relevant portfolio data
\- Custom dashboards – to display asset performance, allocations, and valuations
\- Forms – for investor onboarding, reporting, or feedback
\- File sharing – for uploading and accessing key documents, statements, or reports
\- Search and filters – to help users quickly find assets, transactions, or records
\- Tables, lists, and detail views – to present holdings, recent activity, or compliance notes
\- Comments or status updates – to keep communication centralized
\- Charts – to visualize performance trends, asset allocation, or risk metrics
\- Calendar view – for important deadlines, meetings, or reporting cycles
\- Permissions and roles – ensuring users only see the data relevant to them
All of these features can be built using Softr’s drag-and-drop blocks, so you don’t need to write code. And as your requirements evolve, you can easily modify and enhance the dashboard.
No coding is required. You can build your asset management dashboard entirely with Softr’s visual editor. Everything from layout to permissions can be customized without writing a single line of code.
Yes. You can manage multiple portfolios, clients, or teams within the same asset management dashboard. Each user only sees the assets, reports, and information assigned to them, based on their login and role. This is especially helpful for asset managers, advisors, or organizations working with multiple stakeholders or investor groups.
Softr supports a wide variety of data sources for your asset management dashboard. You can connect to Airtable, Google Sheets, Notion, Coda, monday.com, HubSpot, Clickup, Xano, Supabase, PostgreSQL, MySQL, SQL Server, MariaDB, BigQuery, and more. You can also import data from other sources using the REST API.
You’re not limited to just one. You can blend multiple sources in a single dashboard—so your asset management dashboard might pull data from both Airtable and Google Sheets side by side. Most sources support real-time, two-way sync, so updates in your dashboard or your data source stay in sync automatically.
Yes, Softr gives you full control over how users interact with your asset management dashboard. You can tailor the layout, navigation, and content to match your organization’s branding and workflow. You can show or hide specific pages or components based on who’s logged in, ensuring each user sees only the information relevant to them.
You can also define detailed user roles, such as asset manager, investor, or admin, and set exactly what each role can view or modify. For example, investors only see their own portfolio details, while asset managers can access and update all accounts. You can further personalize views by filtering data based on the logged-in user.
This level of customization is ideal for managing multiple portfolios, investor groups, or teams within the same dashboard, keeping everything secure, efficient, and relevant for each user.
Yes, you can. You don’t need to have your asset or portfolio data in another tool to start building your asset management dashboard with Softr. If you’re starting fresh, Softr Databases is built into the platform and integrates seamlessly with your dashboard.
But if you already track asset data in tools like Airtable, Google Sheets, Notion, Coda, monday.com, Supabase, or SQL, you can connect those too. You can also use the REST API connector to bring in data from other sources. This gives you full control over how your asset data is structured and displayed in the dashboard.
Yes, you can fully white-label your asset management dashboard in Softr. You can use your own logo, brand colors, fonts, and even connect a custom domain to make the dashboard look and feel like a seamless part of your organization. All Softr branding can be removed, ensuring that your stakeholders only see your company’s identity throughout the entire dashboard experience.
Absolutely. Softr gives you full control over the design and layout of your asset management dashboard. You can adjust colors, fonts, and page structure to match your organization’s style. Layouts are fully customizable, so you can choose which blocks appear on each page and tailor the user experience for different roles.
To present your asset data, you can add a variety of blocks depending on your needs:
\- Table blocks – to show structured data such as asset inventories, transaction logs, or analytics
\- List or Card blocks – to highlight specific asset categories, portfolios, or team assignments
\- Detail View – to display detailed information about a single asset or portfolio
\- Forms – to collect asset updates or feedback
\- Charts – to visualize trends, performance, or allocations
\- Calendar – to track key dates or maintenance schedules
If you need to make changes later, the visual builder makes it easy to update your dashboard at any time.
Softr is built with strong security measures in mind. All asset management dashboard data is encrypted both in transit (TLS) and at rest, and your dashboards are hosted on secure, reliable infrastructure. You have full control over access—set up role-based permissions, manage users via your data source, define visibility rules, and apply global restrictions to keep sensitive asset information protected.
For dashboards connected to external sources like Airtable, Notion, or SQL, Softr does not store your underlying data—it’s displayed in real time based on your access permissions. You remain in control of your asset data and who can view or edit it.
Softr also follows industry best practices for authentication, access control, and platform monitoring to ensure your information stays secure.
You can get started for free. Softr’s Free plan allows you to launch one asset management dashboard with up to 10 users and 2 user groups, supporting major data sources like Softr Databases, Airtable, Google Sheets, and more.
If your dashboard needs more users or advanced features, you can explore Softr’s paid plans for additional capabilities: <http://softr.io/pricing>
Softr is designed to make it quick and easy to create fully functional, user-facing apps—like asset management dashboards, CRMs, and internal tools—without needing to write code. Softr stands out by letting you go from idea to live dashboard fast, with strong data source integrations.
Unlike platforms that are focused on mobile apps (such as Glide) or are built primarily for developers (like Retool), Softr is ideal for non-technical teams who want visual control over layout, user experience, and permissions. You can build dashboards using real-time data from Airtable, Google Sheets, Softr Databases, or SQL, and create secure, branded apps for both your team and stakeholders.
You’re free to customize everything visually—from content and design to user access. Softr includes features like user roles, forms, conditional logic, and API support right out of the box, so you don’t need to piece together multiple tools to launch a polished dashboard.
Yes, Softr supports a wide range of integrations so you can connect your asset management dashboard to the rest of your workflow. You can integrate with tools like Stripe for payments, Intercom for communication, and automate processes through Zapier, Make, and N8N. Softr also supports REST API and webhooks for more advanced workflow automation.
Whether you want to sync asset data with another system, trigger automations based on user actions, or display information from your other tools, you can build it into your dashboard—all without needing to code.