Asset Vantage Systems Private Limited : Email: info@assetvantage
A leading Chicago-based accounting firm had built a strong reputation serving HNW and UHNW families.
For this Asia-based client, compliance work meant pulling data from multiple systems and entering it manually, an error-prone process under constant time pressure.
A Boston-based tech founder and entrepreneur inherited his family’s wealth but lacked clarity on what he actually owned.
This single-family office (SFO) manages the wealth and financial operations of a prominent Indian industrial family behind a leading automotive group.
With AV, an Australian family office was able to consolidate its diverse assets for a full view of its wealth and make its operations more efficient.
Empowering a Houston-based MFO with an integrated technology platform and managed services, ensuring their UHNW family clients enjoy seamless operations, with timely and accurate reporting.
AV enabled an accounting firm get a grip on their mountain of disparate data, thereby helping the firm to provide their clients with a complete picture of family wealth.
AV’s ready and off-the-shelf comprehensive technology solution enabled the private bank to focus on servicing and growing its global client base.
AV’s fully managed book-keeping, reconciliation, and reporting service frees up internal SFO teams to focus on making financial decisions.
