Asset Vantage vs Assure Wealth

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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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Assure Wealth

Assure Wealth

Category
Data Aggregation

Denmark based, Assure Wealth is your assurance that the same parameters for calculating your wealth's Returns and Risks are being used for all wealth managers and portfolios.

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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


  • $2.5 million


  • 2014


  • Key staff also have ownership
  • Clients are also owners


  • Denmark


  • Nivå


  • Denmark
  • Norway
  • Sweden
  • Switzerland
  • United Kingdom


  • $20 billion


  • $160 million

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


  • Individual wealth owners


  • Single-family offices
  • Multi-family offices


  • 50 UHNWI
  • 3 SFO
  • 10 foundations

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


  • Accounting
  • Consolidated reporting
  • Data aggregation
  • Risk management
  • Impact/ESG reporting


  • Overview
  • Flexible wealth reports
  • Independence
  • Full risk picture
  • Follow-up on performance
  • Integration to accounting systems


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


  • 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


  • Serviced software


  • Two-factor login
  • Secure emails


  • VITEC


  • Accounting systems
  • DW-solutions


  • Yes