Asset Vantage was founded in 2011 by a family office and technology group as a next-generation, SaaS technology-based asset management, best personal accounting software, and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that serve them.
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business.
More than 325 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our software for family offices. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.
AV’s best-in-class technology, combined with its premium managed services, offers an unparalleled and highly configurable solution at a fully transparent and competitive price point. The holy grail of value that family offices have always been searching for is now here.
· Comprehensive view of your investments: Asset Vantage provides a consolidated view of all your investments across various asset classes, including stocks, bonds, mutual funds, real estate, and more. This allows you to monitor your portfolio’s performance and make informed investment decisions.
· Automated tracking and reporting: Asset Vantage automatically tracks your investments and generates reports that provide detailed insights into your portfolio’s performance, asset allocation, and risk exposure.
· Customizable reporting: Asset Vantage allows you to customize reports to suit your specific requirements. You can create reports based on asset class, investment portfolio management type, or any other parameter that you choose.
· Tax optimization: Asset Vantage offers tax optimization features that help you minimize your tax liabilities by providing insights into tax-efficient investment strategies.
· Family office features: Asset Vantage offers family office features that enable you to manage multiple portfolios, including those of your family members, in one central location.
· Security and data privacy: Asset Vantage uses bank-level security measures to protect your data, and all data is stored on encrypted servers. Additionally, Asset Vantage is compliant with international data privacy regulations, including GDPR and CCPA.
· Customer support: Asset Vantage offers dedicated customer support, including onboarding assistance and ongoing support to ensure that you get the most out of the software.
Originally published by: Benefits of Asset Vantage Portfolio Management Software