Asset Vantage vs SS&C Family Office Services
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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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SS&C Family Office Services
Category
Consolidated Reporting
SS&C’s Family Office Services provides a comprehensive, customizable solution for back office operations including accounting, analytics, and reporting for single and multi-family offices. By leveraging SS&C’s solution, family offices can reduce cost and operational risk in every-day operations while enabling their staff to focus on higher-value activities. We deliver solutions to family offices for handling complex securities, sophisticated investment strategies, multi-tiered ownership structures, global investments, and increasing regulatory demands that characterize the market.
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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
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
- 500+
- $4.6 million
- 1986
-
- United States of America
- Windsor
- Hong Kong
- Dubai
- Singapore
- States of America
- United Kingdom
- Canada
- Ireland
- Hong Kong
- $2.6 trillion
- $1.2 billion
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)
- Single-family offices
- Individual wealth owners
- Multi-family offices
- 18,000
Product
Main tasks
- Partnership 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)
- Venture Investments
Compliance
- GDPR
- SOC/SOC 2
Whitelabel
- Yes
- Accounting
- Consolidated reporting
- Governance
- Portfolio management
- Data aggregation
- Fully integrated, multi-currency portfolio management
- Integrated reporting for multi-tiered ownership structures
- Bankable assets
- Private equity
- Real estate
- Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
-
Yes
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
- Serviced software
-
- Microsoft
- SAP
- Java
- Adobe
-
No
