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Data Management

Data entry is simplified to save time and reduce error, with auto-sync and smart upload features across all asset classes.

  • Liquid Investments (Direct Equity, Mutual Funds, Bonds and more)
  • Income & Expenses (Bank, Cash, Credit Cards)
  • Real Estate (Property and Funds)
  • Collectibles (Art, Jewellery and more)
  • Insurance (Sum Assured, General Insurance)
  • Private Equity Investments
  • Hedge Funds & Alternative Investments
  • Liabilities (Loans and Mortgages)

The Old Way


The New Way


To know more about the key features of Asset Vantage, you can download our brochure Download Brochure