Asset Vantage vs Giving Place, Inc.
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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Giving Place, Inc.
Category
Technology provider
Giving Place is the first-ever software for optimizing all forms of charitable giving with easy-to-use tools to help organize, plan, and execute all giving activity. It’s one portal, one process, for any charitable vehicle – cash, DAFs, foundations, and more – plus grant tracking, reporting, forecasting, and other analytics for a family’s complete giving. Forget the hassles of managing complex and large-scale philanthropy in spreadsheets, or using software designed specifically for managing a particular type of giving.
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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
11-50
-
2020
- Key staff also have ownership
- Owned by management
United States of America
Boulder, Colorado (USA)
- United States of America
- United Kingdom
~$450 million AUA (assets under administration)
-
~ $36 million
~ $185 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)
Multi-family offices
- Single family offices
- Investment & Financial Advisors (RIAs/IFAs)
- Foundations
-
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
- Compliance
- Technology provider
- Risk Management
- Consolidated Reporting
- Data Aggregation
- Digital Due Diligence
- Governance
- Impact & ESG
- CRM
- Custom Reports
- Transparency
- Visionary Purpose
- Payments
- Advisor Portal
- Tax Compliance & Audit Support
- Cash and equivalent
- Any charitable structure beyond cash
-
No
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
-
Linux
- QuickBooks
- Sage Intacct
- No
In the media
