CitizenX vs Asset Vantage

You are looking for alternatives to CitizenX. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

CitizenX

Advisors

CitizenX is the only secure and private platform to invest and get citizenship in countries welcoming families offices and entrepreneurs. By combining Swiss engineering with 24/7 Concierge service, we help you diversify your passport portfolio and secure a safe future for you and your loved ones.

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.

Employees

0-10

Founded

2023

Locations

Top 5 Markets

United States of America,
United Kingdom,
United Arab Emirates,
Canada,
Singapore

Ownership

Owned by management,
Key staff also have ownership,
External investors (neither clients nor staff)

50-100

2011

Owned by management
External investors

United States of America

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

United States of America
India
GCC – (UAE, Bahrain, Oman, KSA)
United Kingdom
Australia/New Zealand

$150-200 million

Client

Focus

Individual wealth owners

Secondary focus

Individual wealth owners,
Single-family offices,
Multi-family offices

Single-family offices

Individual Wealth Owners
Multi-Family Offices
Financial advisors
Accounting Firms
Trust Companies
Banks & Institutions

220+ SFOs Directly
25+ MFOs/CPAs (130+ Families Served)

Product

Main Tasks

Advisors
Compliance
Investment platform

Top features

Transparency
Visionary Purpose

Assets supported

Alternatives

Whitelabel

Partnership Accounting
Consolidated Reporting
Portfolio Analytics
Data Aggregation
Document Management

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

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

Technology

Type Of Software

Serviced software

Integrations

Not applicable

Mobile App

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

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