Built for family offices by a family office and technology group


A comprehensive family office performance reporting and accounting technology platform.

See how Family Offices of all kinds are using Asset Vantage to optimize their operations.

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Reporting Engine

Mobile App

Browser Application


General Ledger Reporting

IPS / Risk Management

Alerts & Notification

Investment Analytics

Performance & Accounting Engine

Investment Performance

Entities & Groups

General Ledger Accounting

Partnership Accounting

Tax Lot Engine


Multiple Asset Classes


Hosted Fully Managed Servers & App

Global Public Market Feeds

Encrypted Database

Private Custodian Feeds

Security & Privacy User Profile

Bank & Credit Card Feeds

Document Vault