Asset Vantage

Asset Vantage (AV) was founded in 2011 with a vision to empower families and their trusted advisors with tech-enabled solutions to facilitate better investment decisions and enhanced control over their financial legacy.

AV PRO is a next generation, all-in-one, SaaS-based investment accounting and reporting technology solution catering to the highly demanding needs of customers ranging from individual wealth holders to fully staffed family offices. The platform is a fully configurable family office software that provides financial data aggregation across all asset types and integrates general ledger with partnership accounting and reconciliation.

With comprehensive portfolio reporting/analytics across all asset classes, currencies, advisors, and geographies, AV enables family offices to run like a business, making it the #1 choice of Financial OS for the modern family offices and their trusted advisors.

For families looking to offload day-to-day operations, AV PRIME builds on the power of AV PRO by offering fully managed bookkeeping, reconciliation, and reporting services, enabling them to focus entirely on strategic financial decisions without the operational burden.

And now, the AV PRO Mobile app provides on-the-go access to mission-critical insights, empowering our existing customers with the flexibility to make informed decisions wherever they are.

More than 400 of the world’s wealthiest families, representing combined assets of over $400 billion in value, use our family office software solution. AV has the distinction of being the only platform that’s truly global with transparent pricing, serving users across the Americas, UK, Middle East, Asia, and Oceania.

We also offer the AV Sandbox: a 14-day trial for family offices to explore all features, get a feel for the interface, and experience how AV can transform operations of the family office. The trial also includes mobile app access for on-the-go visibility to important financial metrics. One can sign up for the Sandbox directly from our website.