Asset Vantage Systems Private Limited : Email: info@assetvantage
In today’s new normal economic, political, and social environments are routinely in a state of flux. In such times, optimizing investment performance, mitigating risk, and managing the cash flows of family assets becomes a challenging task. Adding to this, long-term preparation will also include planning for the consequences of mortality. However, a succession plan for […]
“Facts are stubborn things, but statistics are pliable.” –Mark Twain Reviewing investment management software reports can be intimidating, even blatantly misleading sometimes. Often, the good news will be highlighted with bold colorful numbers and charts, while the negatives are downplayed or disguised amid the mass of information. Asset Vantage customers can demystify their investment reports […]
Managing family assets software can be a daunting task for family principals, especially when their investments are spread across multiple asset classes, entities, and advisors with a great amount of data amassed through years of transactions. To get to the bottom line, one has to manually collate and analyze reams of data on spreadsheets created […]
In a perfect world, high-net-worth families would focus on building reliable financial stability across generations. In reality, however, reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. The root cause for this problem lies in the lack of succession planning […]
As a weathered investor, you have to simultaneously deal with data that is in constant flux while navigating through the macrocosm of market information and the intricacies of your portfolio. Consolidation of data on all your investments, income, and expenses is imperative, especially when it comes to optimizing returns and tracking data points to derive meaningful insights. Excel […]
Financial apps are designed to help you monitor and track your assets while you stay updated with current events that affect your investment decisions. Just like a business, the bigger it gets, the better you have to be at managing it. Stress, anxiety, and pressure are by-products of growing wealth. Principals need the right combination […]
If we go back in time to evaluate the functions of banks and financial institutions, it would be very different from what you see today. Banks were simply intended to be custodians of client money by facilitating deposits and lending. Their income was the spread between deposit rates and interest charged on loans. How times […]
