Explore a Pre-Populated AV Account for 14 Days for US$99
Experience AV with a Guided Sandbox Trial
Get clarity on how the world’s leading
Financial OS can transform your family office
START 14-DAY TRIAL
Why Try the Sandbox?
Get clarity on how the world’s leading Financial OS can transform your family office
- Immediate access to a fully functional AV account
- Pre-loaded data that mirrors real family office complexities
- No setup hassles, start in minutes
- Experience general ledger, performance reporting, and documents in one platform
Leading Family Offices Trust Asset Vantage
Why us
Industry-Leading Functionality | White-Glove Service | Unmatched Value & ROI
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Run family office like a business with a clear, real-time view of net worth, capital flows, performance, and tax exposure across all entities.
With audit-ready books and full data ownership, make confident, well-informed financial decisions.
With audit-ready books and full data ownership, make confident, well-informed financial decisions.
What You’ll Experience
Integrated General Ledger + Performance Reporting + Documents + AV Mobile App
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Integrated General Ledger
A single point of bookkeeping built on global IFRS and GAAP standards, ensuring seamless integration of accounting with investments across entities. -
Performance Reporting
Delivers true multi-period TWRs, IRRs, and PME benchmarks across asset classes with roll-forward valuations and consolidated multi-currency insights. -
Documents
A secure, centralized repository that automates document organization, versioning, and audit trails - integrated with every transaction for a single source of truth. -
AV Mobile App
Fully synced with the AV PRO system, access investment analytics on the go.
Each module comes pre-loaded with real-world sample data, allowing you to explore AV’s automation, precision, and reporting depth instantly.
What Families Say
About Asset Vantage
Testimonials
“From a user perspective, the reports are excellent. We’re able to get information a lot quicker. We have 75 entities and over 150 bank and custody accounts. AV allows us to really consolidate all of it effectively. And we’re very, very happy with the software and the team behind the software.”
Family Principal Single Family Office, New York City, USA
“We were trying to implement accounting and reporting software at our Multi-family Office for the past 12 years. Asset Vantage did an incredible job of understanding our problem, in our language. They said, “let’s solve it” and delivered the exact features we needed. With streamlined and automated processes, our Multi-family Office can now work with more Families. I appreciate Asset Vantage’s strategic and long-term approach.”
Managing Director Multi-Family Office, Boston, USA