What is Asset Vantage?

Asset Vantage provides on-demand performance reporting and general ledger solutions for family offices and CPAs.

What does Asset Vantage do?

The Asset Vantage software offers financial data aggregation, portfolio performance reporting, integrated general ledger, partnership accounting, and check writing products through a secure, cloud-based platform. It also provides premium data management services at a slightly higher price bracket.

How does Asset Vantage work?

The Asset Vantage software offers customisable and comprehensive portfolio reporting, integrated general ledger, reconciliation, data aggregation, and an analytics platform that provides a complete view of the family office wealth across all asset classes, currencies, stakeholders, and geographies.

How much does Asset Vantage cost?

Asset Vantage offers a yearly subscription, starting at $30,000 in USA.

Asset Vantage

The Financial Operating System for Modern Family Offices and Their Advisors

United States of America

Founded 2011

Technology Providers

Asset Vantage is a family office platform that helps affluent families and their advisors manage, track, and report on their complete wealth portfolio.

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About Asset Vantage

Asset Vantage (AV) was founded in 2011 with a vision to empower families and their trusted advisors with tech-enabled solutions to facilitate better investment decisions and enhanced control over their financial legacy.

AV PRO is a next generation, all-in-one, SaaS-based investment accounting and reporting technology solution catering to the highly demanding needs of customers ranging from individual wealth holders to fully staffed family offices. The platform is a fully configurable family office software that provides financial data aggregation across all asset types and integrates general ledger with partnership accounting and reconciliation.

With comprehensive portfolio reporting/analytics across all asset classes, currencies, advisors, and geographies, AV enables family offices to run like a business, making it the #1 choice of Financial OS for the modern family offices and their trusted advisors.

For families looking to offload day-to-day operations, AV PRIME builds on the power of AV PRO by offering fully managed bookkeeping, reconciliation, and reporting services, enabling them to focus entirely on strategic financial decisions without the operational burden.

And now, the AV PRO Mobile app provides on-the-go access to mission-critical insights, empowering our existing customers with the flexibility to make informed decisions wherever they are.

More than 400 of the world’s wealthiest families, representing combined assets of over $400 billion in value, use our family office software solution. AV has the distinction of being the only platform that’s truly global with transparent pricing, serving users across the Americas, UK, Middle East, Asia, and Oceania.

We also offer the AV Sandbox: a 14-day trial for family offices to explore all features, get a feel for the interface, and experience how AV can transform operations of the family office. The trial also includes mobile app access for on-the-go visibility to important financial metrics. One can sign up for the Sandbox directly from our website.

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More Details

Attribute	Details
Categories	Accounting, Consolidated Reporting, Data Aggregation, Portfolio Management, Asset Managers, Compliance, Consolidated Reporting, Data Aggregation, Fully Intergrated Platform, General Leger Accounting, Partnership Accounting, Performance Accounting, Portfolio Allocation, Portfolio Management, Real Estate, Reporting, Technology Provider, Transaction Processing
Features	Ability to Whitelabel, Consolidated View, Custom Development Service, Custom Reports, Full Multi-Currency Support, Mobile App, Other Services
Target Segments	Multi-family office, Single-family office, Private wealth owner, CPAs, UHNW Advisors

What Asset Vantage’s clients say

“AV wasn’t just the right product, it was the right partner: scalable, cost-effective, and easy to use. The sandbox trial gave us confidence to choose them, and their team trained our staff to manage onboarding and monthly workflows. They delivered smooth implementation within 8–10 weeks and backed it all with their white-glove service that built our trust in them. ”

Family Office Services Director, Accounting firm, Chicago, USA