Asset Vantage vs Assure Wealth

You are looking for alternatives to Asset Vantage. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

Asset Vantage

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.

Assure Wealth

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.

Employees

50-100

Revenue

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)
United Kingdom
Australia/New Zealand

Total Aum

Avg. AUM per client

$150-200 million

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

Serves also

Individual Wealth Owners
Multi-Family Offices
Financial advisors
Accounting Firms
Trust Companies
Banks & Institutions

Number

220+ SFOs Directly
25+ MFOs/CPAs (130+ Families Served)

Individual wealth owners

Single-family offices
Multi-family offices

50 UHNWI
3 SFO
10 foundations

Product

Main tasks

Partnership Accounting
Consolidated Reporting
Portfolio Analytics
Data Aggregation
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
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

GDPR
SOC/SOC 2

Whitelabel

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

Technology

Type Of Software

SaaS/Serviced Software

Security

TLS (HTTPS) end to end
Unique client URLs tied to a VPN
Encryption for data at rest
Partners for VAPT
Unique database and URL

Ecosystem

Linux

Integrations

API Integrations available

Mobile App

Serviced software

Two-factor login
Secure emails

VITEC

Accounting systems
DW-solutions

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