WealthSpectrum vs Asset Vantage
You are looking for alternatives to WealthSpectrum. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.
WealthSpectrum
Category
Accounting
WealthSpectrum acts as all-in-one platform designed to streamline and automate complex investment management needs of UHNW families. With advanced features for investment management, reporting, and analytics, we help wealth owners preserve and grow wealth with continuous monitoring and tracking.
Read moreCategory
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
- 50-100
Revenue
-
Founded
- 1990
Incorporated
-
Locations
- India
Top 5 Markets
- India,
- Singapore,
- United Arab Emirates,
- Mauritius,
- Ireland
Total AUM
- 300B+
Avg. AUM per client
-
Ownership
- Owned by management
Client
Focus
- Investment & Financial Advisors (RIAs/IFAs)
Secondary focus
- Multi-family offices,
- Investment & Financial Advisors (RIAs/IFAs),
- Fund managers,
- Custodians,
- Banks,
- Brokerages
-
Product
Main Tasks
- Advisors,
- Asset Managers,
- Consolidated Reporting,
- Investment Platform,
- Portfolio & Cost Analysis
Top features
- Full Multi-Currency Support,
- Mobile App,
- Ability to Whitelabel,
- Custom Reports
Assets supported
- Alternatives,
- Cash & Equivalents,
- Commodities,
- Developed Markets,
- Equities,
- Developing Markets,
- Direct Private Equity,
- Fixed Income,
- Hedge Funds,
- Private Debt,
- Private Equity,
- Private Equity Funds,
- Venture Capital
Compliance
-
Whitelabel
- Yes
Technology
Type Of Software
- SAAS
Ecosystem
-
Integrations
- Office 365 SSO,
- CRM,
- Sales Force
Mobile App
- Yes
-