Asset Vantage vs Addepar

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Asset Vantage

Asset Vantage

Category
Consolidated Reporting

Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office's entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.

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abbove paxfamilia

Abbove

Category
Consolidated Reporting

A wealth management platform that infuses transparency into complex financial information across functions and reporting, Addepar connects data, family office technology and people. The solution is designed to assist in achieving multi-generational family objectives by facilitating informed decisions through actionable insights and tailored reporting.

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Company
Employees

  • 80-100

Founded

  • 2011

Ownership

  • Owned by management
  • External investors

Incorporated

  • United States of America

Locations

  • Stamford, CT, USA
  • Mumbai, India
  • Pune, India
  • Singapore

Top markets

  • United States of America
  • India
  • GCC – (UAE, Bahrain, Oman, KSA)
  • Far East Asia


  • 11-50


  • $2 million


  • 2017


  • Owned by management
  • Key staff also have ownership
  • Owned by a larger corporation


  • Belgium


  • Brussels


  • France
  • Luxembourg
  • Belgium
  • Switzerland
  • Monaco


  • $100 billion+


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Client
Focus

  • Single-family offices
  • Multi-Family Offices

Serves also

  • Individual Wealth Owners
  • Financial advisors
  • Accounting Firms
  • Trust Companies
  • Banks & Institutions

Number

  • 400+ Global families served


  • Multi-family offices


  • Single family offices
  • Multi-family offices
  • Asset managers
  • Fiduciaries


  • 900+ advisors
  • 26k+ families (end-users)

Product
Main tasks

  • Data Aggregation – All Assets, Bank/Cash
  • Integrated Accounting
  • Partnership Accounting
  • Portfolio Analytics – Multi-Currency
  • Custom Dashboards
  • Document Management

Top features

  • Consolidated view across all liquid and illiquid Asset Classes & Entity Structures
  • Multi-Period performance & benchmarking
  • Partnership accounting and entity look-through
  • Global listed equities & fixed income traded asset pricing
  • Integrated General Ledger
  • Consolidating & Multi-Period Balance Sheet & Trial Balance
  • Consolidating & Multi-Period Income Statement
  • Capital Flow Reporting
  • Fully Configurable & exportable widget dashboard across Performance Reporting
  • Custodian transactions sync & reconciliation
  • Document Vault
  • Integration with Bill.com and Arch
  • Check Writing
  • User Permissions & Entitlements
  • Transparent Pricing

Assets supported

  • Bankable Assets
  • Private Equity
  • Real Estate
  • Derivatives
  • Private Assets (e.g. collectables, luxury cars, boats, high-value art, etc)
  • Venture Investments

Compliance

  • SOC2 Type 2
  • SOC/SOC 2

Whitelabel

  • Yes


  • Consolidated reporting
  • Data aggregation
  • Succession simulator
  • Data visualisation
  • Financial planning simulator


  • Family structure
  • Asset inventory
  • Donation inventory
  • Ownership framework
  • Interactive structure diagrams
  • Secured digital vault
  • Financial planning tool
  • Inheritance tax simulator
  • Smart reporting tool
  • Third party access


  • Bankable assets
  • Private equity
  • Real estate
  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Insurances
  • Companies
  • Liabilities


  • GDPR


  • Yes

Technology
Type Of Software

  • SaaS/Serviced Software

Security

  • SOC2 certified
  • VAPT certified
  • Encryption for data at rest – AES 256  & transit – TLS 1.2 & 1.3
  • Unique database & URL 
  • Regional cloud presence
  • Single Sign-on & Multifactor authentication

Ecosystem

  • Linux

Integrations

  • Arch
  • Bill.com
  • API Integrations available

Mobile App

  • Yes


  • SaaS


  • ISO 27001 certified by Summer 2021.Protection
  • SSL protocol data encryption
  • Access  account is protected by a double SMS authentication system
  • Vulnerability tests
  • Third party security assessment reports


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  • API
  • File integration framework
  • Banking aggregation
  • File upload


  • No