Asset Vantage vs Ethic
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
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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Ethic
Category
Impact & ESG
Ethic is working toward a future where all investing is sustainable investing. Ethic works with families and wealth advisors to create custom equity portfolios that can be tailored to unique values, tax preferences, and financial goals.
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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
Affiliate Locations – Dubai, UAE & Geneva, Switzerland & Sydney, Australia
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
50-100
< $50 million
2015
- Key staff also have ownership
- External investors (neither clients nor staff)
- Clients are also owners
- Owned by management
United States of America
New York City
–
As of July 2022: $2 billion
–
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)
- Investment & Financial Advisors (RIA / IFAs)
- Individual wealth owners
- Single family offices
- Multi-family offices
- 109 RIAs
- 12 single family offices
- 7 multi-family offices
- 6 institutional consultants
Product
Main tasks
- 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)
Compliance
- GDPR
- SOC/SOC 2
Whitelabel
- Yes
- Family mission statement creation
- Customized portfolio creation and management
- Impact reporting
- Sustainability research and resources
- Sustainability diagnostic on existing assets
- Tax optimisation and harvesting
Bankable or Financial Assets & Funds
-
Yes
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
- Yes
SaaS
–
Java
None
No