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Insightful Analytics

Generate performance reports within seconds, freeing up time that can be invested in deriving insights.

  • Total wealth across entities, group and asset classes
  • Asset Class Performance (IRR)
  • Asset allocation over time
  • Time weighted cash-flow based performance
  • Advisor performance (Period returns and since inception)
  • Cash flow calendar with maturities, dividends and expected payouts
  • Lot wise break up of short term and long term holdings
  • Partnership roll-up reporting

The Old Way


The New Way


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