Point vs Asset Vantage
You are looking for alternatives to Point. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
Category
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.
Read moreCompany
Employees
- 0-10
Revenue
–
Founded
- 2017
Ownership
- Owned by management
- Key staff have ownership
- External investors
Incorporated
- UK
Locations
- UK
Top markets
- UK
- Switzerland
- UAE
- USA
Total AUM
–
Avg. AUM per client
–
Client
Focus
- Single-family offices,
- Multi-family offices,
- Private Banks,
- Wealth Consolidators
Secondary focus
- Asset servicing companies, trusts,
- Investment & Financial Advisors (RIAs/IFAs)
Number of clients
- 0 – 10
Product
Main Tasks
- Data Aggregation
- Investment Book of Record (IBOR)
- Advanced Portfolio Analysis
- Consolidated Total Wealth Client Reporting
- Data Sharing & Integration
Top features
- Data Aggregation & Reconciliation
- Independent Investment Book of Record (IBOR)
- AI Data Assistant
- Consolidated Client Reporting
- Custom Client Reporting
- Multi-asset, Multi-Custodial, Multi-manager Total Wealth Analysis
- Multi-geography & Multi-currency
- Open Data Sharing & Integration
Assets supported
- Bankable or Financial Assets & Funds
- Private Equity & Direct Investments
- Real Estate
- Foreign Exchange
- Lifestyle Assets & Rare Collectibles
Compliance
–
Whitelabel
- Yes
Technology
Type Of Software
- SAAS
- Serviced Software
Security
- Hosted on Azure
- Encrypted
- Multi-factor Authentication
Ecosystem
–
Integrations
- Custom: Point API Open Data Sharing Toolkit
- Expersoft PM1
- Orca
- Moneyinfo
- Investglass CRM
Mobile App
- Yes (via integration partner)