Asset Vantage

Integrations

Seamless Technology
& Service Integrations

Integrations

A unified ecosystem of global data feeds, transaction platforms,
risk analytics that link to the AV financial OS to streamline workflows
and elevate decision making at modern family offices.

Global Parternships That Extend AV’s Capabilities

Through our partner ecosystem, AV clients gain access to specialized expertise and services that strengthen how family offices operate

Refinitiv logo, a leading provider of global financial market data and infrastructure. The logo features bold black text and a distinct blue geometric symbol, symbolizing innovation in finance data.

One of the world’s largest providers of financial markets data and infrastructure

PCR logo with colorful block design, symbolizing advanced financial aggregation services for wealth advisors and families, a global data partner delivering secure, personalized data management

Sophisticated data management solutions tailored to the unique demands of wealthy families and their advisors

Electra's modern logo with purple swirl and sleek gray typography, symbolizing innovation in data aggregation, control, and reconciliation services for global data partners.

Independent provider of data aggregation, data control, and reconciliation solutions

Simple sky-blue ARCH logo on a white background, symbolizing streamlined solutions for automating alternative-asset data feeds and reconciliation by global data partners in AV systems

Enable alternative‐asset data feeds into AV, this automates mapping and posting from your alternative accounts into AV’s general ledger and performance tracking, cutting reconciliation time

Black Plaid logo with an interwoven grid icon and bold text, reflecting seamless financial data access and real-time account syncing offered by trusted global data partners

Enables users to seamlessly link checking, savings, and credit card accounts, automatically importing real-time balances and transactions

Logo of Morningstar, a leading company in global data partnerships, specializing in investment research and management services. The logo is in bold red with the word 'MORNINGSTAR' displayed prominently.

Specialist across investment research and investment management services

Logo of NSE (National Stock Exchange), featuring a colorful hexagon design with red, orange, yellow, and purple sections next to bold, deep blue 'NSE' letters, representing global data partnerships.

India's primary stock exchange providing market data and valuation information for investment analysis and decision-making

Envestnet Yodlee logo, a global leader in data aggregation and analytics solutions. The blue logo showcases the company name with dynamic geometric shapes, highlighting innovation in financial data

Leading data aggregation
and analytics platform

Logo of AWS (Amazon Web Services) featuring the letters 'AWS' in dark blue with an orange curved arrow beneath, symbolizing a technology partner offering global cloud infrastructure with scalability and security

Enterprise-grade cloud infrastructure offering global scalability and security

BDO

Independent IT infrastructure and security assessment for AV, ensuring the integrity and protection of client data

The "bill" logo features stylized orange letters, with the "b" having a subtle gradient effect suggesting a folded paper or document, and the dot of the "i" being a solid orange circle.

Cloud-based software that digitizes and automates bill pay and back-office financial processes

SATTVA logo featuring a green, multi-faceted geometric design resembling a deconstructed cube, with "SATTVA" in bold green text and the tagline "Delivering High Impact" below, on a black background.

Helping businesses maximize social return on every investment

SKP and Nexdigm logos representing global advisory firms offering integrated, digital-first data managed services for businesses seeking scalable business transformation solutions

Independent global advisory providing integrated, digitally driven business solutions

rubi

Specializes in delivering high-quality financial analysis, research, and intelligence solutions to family offices in 15+ countries

vc-shah

A leading Chartered Accountancy firm with over five decades of audit, tax, and advisory expertise; they bring trusted financial governance and regulatory depth to AV’s clients

Drexel University logo showcasing a blue dragon above the yellow text, symbolizing collaboration in advanced continuing education and certification for family offices and investment professionals

Partner in creating world-class continuing education and certification programs for family offices and investment staff.

Transform How You Serve UHNW Families