Welcome to Asset Vantage


Family office software built to provide a consolidated view of a family’s net worth on a single platform for accounting and portfolio performance reporting.

Control Your Financial World

With the Asset Vantage family office software you get all your financial information at your fingertips for easy family office accounting and portfolio performance reporting

Financial Data Integration

Data Aggregation

All of your investment, financial and non-financial information in one place

Decision Making

Our family office reporting software gives you accurate and complete data at your fingertips for informed decision making

Portfolio Review

Consolidated, comparative reporting enhance your portfolio review of performance on all your asset classes.

Track and Optimize, On the Go

Our powerful portfolio performance reporting software
makes for better informed decisions

investment portfolio tracking software

Investment Performance

Our family office software includes consolidated reports with drill down views to support review of investment returns at any level

Holding Analysis

Data aggregation gives you an accurate view of your net worth, see all of your investments in one place


Our family office software integrates cash and investment liquidity. Know what is available and in which accounts

cloud accounting software

Stay Connected Everywhere

True mobile access to financial reports and global news, with our native app for iOS and Android


Experience a seamlessly integrated financial
view of your investments and assets.

Experience Asset Vantage