Asset Vantage vs Fincite

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.
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Asset Vantage, family office software, portfolio management software, consolidated reporting software

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.

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Portfolio Management

Fincite solves challenges family offices are facing within their wealth management, advisory, or even self-execution services with the means of intelligent software. From onboarding (risk profile, sustainability preferences, KYC, AML, etc.), advice (automated investment proposal or wealth forecast), investment (portfolio optimizations or rebalancing), order execution (FIX, SWIFT or direct custodian connection) as well as regular reporting (portfolio aggregation and analysis). Their software offering is 100% modular.

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  • 50-100




  • 2011


  • Owned by management
  • External investors


  • United States of America


  • 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

< $50 million

  • 2016

  • Owned by management
  • External investors (neither clients nor staff)



  • Germany
  • United States of America
  • DACH
  • Nordics
  • Dutch


  • Single-family offices

Serves also

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


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

  • Multi-family offices

  • Individual wealth owners
  • Single family offices
  • Multi-family offices
  • Investment & Financial Advisors (RIAs/IFAs)
  • Custodians
  • Banks
  • Brokerages

  • 30 clients around the globe, thereof 5 international universal banks, 7 private banks, 4 wealth managers, 1 broker pool, 7 advisors.

Main tasks

  • Accounting
  • Consolidated Reporting
  • Portfolio Analytics
  • Data Aggregation
  • Document Management

Top features

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

Assets supported

  • Bankable assets
  • Private equity
  • Real estate
  • Derivatives
  • Private Assets (e.g. collectables, luxury cars, boats, high-value art etc)


  • GDPR
  • SOC/SOC 2


  • Yes

  • Customer Onboarding
  • Portfolio management
  • Order execution

  • Ability to Whitelabel
  • Custom Development Service
  • Custom Reports
  • Digital Excellence
  • Full Multi-Currency Support
  • Mobile App
  • Proven Agility
  • Sustainability
  • Real-time analytics
  • Asset class aggregation
  • Client Portal

  • Alternatives
  • Bankable or Financial Assets & Funds
  • Cash & Equivalents
  • Digital Assets & Crypto Currency
  • Equities
  • Fixed Income
  • Foreign Exchange
  • Lifestyle Assets & Rare Collectibles
  • Private Equity & Direct Investments
  • Real Estate

  • MiFID II
  • GDPR


Type Of Software

  • SaaS/Serviced Software


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


  • Linux


  • API Integrations available

Mobile App

  • Yes


  • Microsoft
  • SAP
  • Java
  • Other

  • There is no system we would not integrate with our flexible API data model, e.g. Microsoft Dynamics for CRM, Triple A for PMS/ OMS


Simple solutions for complex times.