AllInvestView vs SuccessionKeeper

A side-by-side comparison built from both listings. Blank cells mean the company has not given that detail; we never guess.

AllInvestView compared with SuccessionKeeper
Detail	AllInvestView	SuccessionKeeper
What it does	Professional portfolio tracker for stocks, bonds, ETFs, options, crypto and real estate with tax reporting and broker sync	A secure digital vault to organize your financial accounts, property and documents for your family
Stage	Not given	Not given
Founded	2023	Not given
Based in	ES	GB
Pricing model	Freemium	Paid
Pricing	Free plan with core features (10 holdings, 1 portfolio). Starter: $6.99/month billed annually (25 holdings, 2 portfolios, broker sync). Advanced: $11.99/month billed annually (unlimited holdings, 15 portfolios, tax reports). Pro: $24.99/month billed annually (unlimited everything, personal account m	Monthly membership: £4.00 GBP per month. Annual membership: £39.00 GBP per year. Both plans include unlimited accounts and nominees, document storage, check-ins, and controlled release. 14-day free trial available with no card required.
Key features	Real-time portfolio tracking with live prices and performance across 200,000+ assets Automatic broker sync with 30+ brokerages Tax reports for 17 countries with FIFO, LIFO, average cost and specific ID methods Options Greeks calculator with Black-Scholes pricing Bond analytics with YTM, duration, convexity and coupon calendars Real estate tracking with cap rate, NOI and rental income management Multi-currency support across 50+ currencies and 80+ global exchanges	Secure encrypted wealth inventory Automated wellbeing check-ins Primary Nominee legacy hand-over Non-custodial asset tracking AES-256 encryption at rest and TLS encryption in transit Two-Factor Authentication for account security UK-hosted data on Google Cloud infrastructure Family Account linking for household transparency Multi-step inactivity verification process
What makes it different	All-in-one platform tracking stocks, bonds, options, crypto and real estate in single dashboard Professional-grade analytics tools typically reserved for institutional fund managers available to individual investors	Non-custodial vault means we never access your money or store your passwords Proactive monitoring through smart inactivity alerts unlike reactive financial tools All data encrypted and stored exclusively in the UK
Community votes	0	0
DR (Domain Rating by Ahrefs)	33 −1 (down) since last check	9 no change since last check
Trust Flow (Majestic)	6	7
Citation Flow (Majestic)	32	23
Referring domains (Majestic)	159	36

6 details filled in for both companies.

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