Built for family offices by a family office and technology group
Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile based asset management, accounting 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 service them.
The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies.
AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.
Next generation, cloud/mobile based accounting and reporting system.
Consolidation of disparate investment & accounting data on a single platform.
Fully featured, affordable, configurable and easy to use.
Best practices of global family offices, CPA firms, investment advisors.
Fully secure & private cloud environment.
Near zero up-front technology infrastructure spend.
Data Management Services for on-going data reconciliation services.
Implementation, migrations, reconciliation and training with our in-house and partner driven implementation teams.
Chirag Nanavati is part of the founding team of Asset Vantage and leads its business operations including global product management and customer success programs. Previously Chirag lead UNIDEL company Softdel as its CEO.
Chirag has wide ranging experience from managing start-ups and technology commercialization to venture capital. He started his career with Honeywell R&D labs in the US where he worked on commercializing real-time, mission-critical avionics and automation products. Subsequently, he was involved with an early-stage venture fund and later led business development and operations for a technology startup he co-founded.
Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA and a BS in Computer Science from Michigan Tech University, USA.
Robin Williams is a Managing Director at Asset Vantage, focusing on its technology and engineering operations. Prior to joining AV, Robin was Managing Director of Institutional Relationships at Archway Technologies.
In this role, Robin was responsible for the management and growth of new and existing client relationships with private banks and other financial institutions. Robin joined Archway in 2016 from Private Client Resources (PCR), a consolidated data aggregation and reporting firm, where he held the position of Managing Director, Product Development and CTO.
While at PCR he was responsible for development and implementation of product and technology with the firm’s Private Bank, Registered Investment Advisor (RIA) and Family Office clients.
Robin holds a Bachelor of Science from the College of Charleston, SC.