Asset Vantage vs eXeer by Point Group
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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eXeer by Point Group
Category
Data Aggregation
The eXeer platform places data at the centre of the family office. eXeer aggregates, analyses and visualises multiple sources of data to create a single source of investment truth. eXeer acts as the family offices ‘data keystone’, it delivers three core capabilities. One, it collects, controls and secures investment and market data from underlying custodians, platforms, AIFMS, direct investments, real estate and specialist market data providers.
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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
- 0-10
–
- 2017
- Owned by management
- United Kingdom
- London
- United Kingdom
- Switzerland
- Germany
- Channel Islands (Jersey, Guernsey)
–
–
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)
- Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Banks
- 3 single family offices
- 2 multi-family offices
- 4 registered investment advisors
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
- Consolidated reporting
- Data aggregation
- Foundation
- Technology provider
- Ability to Whitelabel
- Custom Reports
- Digital Excellence
- Full Multi-Currency Support
- Proven Agility
- Custom Development Service
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
–
- 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
- Serviced software
–
–
- Microsoft Sharepoint
- Excel
- Auth0
- Expersoft PM1
- Yes
In the media
