Asset Vantage vs Performativ

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Asset Vantage

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

Providing family offices and their clients with a powerful, secure, affordable wealth management platform, that is fit for the future. SaaS Front-to-back wealth management system. Powerful performance and risk analytics on the whole portfolio, including non-bankable assets and connected to 300+ custodian banks. We are built with the latest tech, allowing for fast and real-time analysis and quick and pain-free onboarding.

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  • 50-100




  • 2011


  • Owned by management
  • External investors


  • United States of America


  • Stamford, CT, USA
  • Mumbai, India
  • Pune, India
  • Singapore

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

  • <$50 million

  • 2019

  • Owned by management
  • External investors

  • Denmark

  • Copenhagen

  • Denmark
  • Sweden
  • Norway
  • Belgium
  • Netherlands

  • 15 billion


  • 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)
  • Fund managers
  • Banks

Main tasks

  • Partnership 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)
  • Venture Investments


  • GDPR
  • SOC/SOC 2


  • Yes

  • Advisors
  • Consolidated Reporting
  • Data Aggregation
  • Portfolio Management
  • Risk Management
  • Technology provider
  • Non-bankable assets
  • Reporting, data entry
  • Offering backend data (i.e., reconciliation corporate action fixing)

  • Full suite of performance metrics
  • Consolidated performance reporting
  • Firmwide analytics
  • Near real-time valuation
  • API gateway to 3rd party services
  • Intelligent benchmarking
  • Data aggregation
  • Ability to Whitelabel
  • Mobile App
  • Banking Providers
  • Full Multi-Currency Support

  • Bankable or Financial Assets & Funds
  • Lifestyle Assets & Rare Collectibles
  • Real Estate
  • Private Equity & Direct Investments
  • Alternative investments



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

  • SAAS
  • Fully standalone
  • Serviced software

Plugs into countless systems via open APIs, e.g.: Salesforce, Bloomberg, Accounting software.

  • Yes