Asset Vantage vs Sharpfin
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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Sensiba
Category
Accounting
Sharpfin digitizes KYC and AML processes for a fully compliant customer lifecycle management. Furthermore the solution consolidates data from various data sources to provide a holistic view of your clients or familys asset and performance. We take pride in providing market leading data quality to make sure that your analysis and reports are correct at any given time.
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Employees
- 80-100
Founded
- 2011
Ownership
- Owned by management
- External investors
Incorporated
- United States of America
Locations
- Stamford, CT, USA
- Mumbai, India
- Pune, India
- Singapore
Top markets
- United States of America
- India
- GCC – (UAE, Bahrain, Oman, KSA)
- Far East Asia
- 100-500
-
- 1977
Key staff also have ownership
United States of America
- Pleasanton, CA
- Bend, OR
- Fresno, CA
- Portland, OR
- San Jose, CA
- San Mateo, CA
United States of America
-
-
Client
Focus
- Single-family offices
- Multi-Family Offices
Serves also
- Individual Wealth Owners
- Financial advisors
- Accounting Firms
- Trust Companies
- Banks & Institutions
Number
- 400+ Global families served
Single family offices
- Individual wealth owners
- Multi-family offices
- Endowments
- Foundations
- Software and technology providers
- 17 single family offices
- 2 multi-family offices
- 3 foundations
- 6 software
Product
Main tasks
- Data Aggregation – All Assets, Bank/Cash
- Integrated Accounting
- Partnership Accounting
- Portfolio Analytics – Multi-Currency
- Custom Dashboards
- 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 and Arch
- 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)
- Venture Investments
Compliance
- SOC2 Type 2
- SOC/SOC 2
Whitelabel
- Yes
- Accounting
- Consolidated Reporting
- Custom development service
- Digital excellence
- Visionary purpose
- Custom reports
- Cash & equivalents
- Private equity
- Direct private equity
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
- Real Estate
- Residential
GDPR
Yes
Technology
Type Of Software
- SaaS/Serviced Software
Security
- SOC2 certified
- VAPT certified
- Encryption for data at rest – AES 256 & transit – TLS 1.2 & 1.3
- Unique database & URL
- Regional cloud presence
- Single Sign-on & Multifactor authentication
Ecosystem
- Linux
Integrations
- Arch
- Bill.com
- API Integrations available
Mobile App
- Yes
SAAS
Other
- Bill
- Knowledger
- Banking through Sage Banking Cloud
- Credit Cards
No
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