Welcome to AV
Asset Vantage
We appreciate your interest in AV. Here are a few things that
you should find useful while we wait for our scheduled connect.
Trusted by Over 400+ Families Globally to
Power Their Family Office Operations
Asset Vantage, founded by the Family Office of a Tech Group, today empowers global families,
including their trusted advisors, to run their family office like they would their business.
including their trusted advisors, to run their family office like they would their business.
Watch the 7-minute AV overview demo video, which will provide you with a visual understanding
of how the integrated accounting and investment platform’s powerful capabilities can transform your
Family Office record keeping and reporting experience.
An Integrated Performance Reporting & General Ledger Technology Platform
Our integrated platform empowers families
and their trusted
advisors to make better
investment decisions.
AV Acclaimed
| Highest Value |
|---|
| Listed by EY as the platform with the most coverage for the price amongst global Family Office platforms. |
| Global Ready |
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| Easily configurable to deliver investment reporting on how the family sees their wealth. |
| Fastest Onboarding |
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| Consistently delivering the fastest time to reporting of any Family Office platform with 8-12 weeks from sign-up to go-live. |
Here What Our
Global Clients Say
WHAT CLIENTS SAY
AV’s platform is the workhorse
solution that anchors our family office.
solution that anchors our family office.
Family Principal, Global Family Office
With AV’s streamlined and automated processes,
our multi-family office can now work with more families.
our multi-family office can now work with more families.
Managing Director, Multi Family Office (USA)
Working with Asset Vantage’s team is a delight.
The people are extremely responsive and work hard to solve issues.
The people are extremely responsive and work hard to solve issues.
Family Principal, Single Family Office (USA)
AV did an incredible job of understanding
our problem, in our language.
our problem, in our language.
Family Principal, Multi Family Office
Asset Vantage is not tied to a legacy platform,
which makes it unique.
which makes it unique.
Family Principal, Single Family Office (Midwest US)
Because AV grasped our problem and delivered the
features we needed, we can now work with more families.
features we needed, we can now work with more families.
Principal, Multi Family office (USA)
Award-Winning Technology, Trusted Worldwide
Recognitions
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