Asset Vantage vs Nasdaq for Family Offices

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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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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nasdaq

Nasdaq for Family Offices

Category
Portfolio Management

Nasdaq for Family Offices helps family offices modernize their workstreams through unparalleled analytics & data-driven intelligence across all asset classes, without driving up staff costs.

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Company

  • 500+


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  • 1971


  • Owned by a larger corporation


  • United States of America


  • New York
  • Atlanta
  • Dallas
  • London
  • Edinburgh
  • Tacoma
  • Hong Kong
  • Charlottesville
  • Sydney


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Client

  • Pensions
  • Foundations
  • Endowments
  • Family Offices
  • OCIOs
  • Financial Advisors
  • Sovereign Wealth
  • Funds
  • Superannuations
  • Insurers


  • Single-family offices
  • Multi-family offices
  • Independent financial advisors
  • Registered investment advisors
  • Fund managers
  • Banks


  • 1000+

Product

  • Consolidated reporting
  • Portfolio management
  • Risk management
  • Impact/ESG reporting


  • Data aggregation and management
  • Manager due diligence
  • Multi-asset class Portfolio analytics
  • Modelling future outcomes
  • Keeping shareholders informed
  • Focusing team resources
  • Centralized document management


  • Bankable assets
  • Private equity
  • Real estate


  • GPDR


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Technology

  • Serviced software
  • SAAS


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  • Several integrations are provided. Reach out if you are interested in learning about our integrations.


  • No