Seamless Technology
& Service Integrations
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 is one of the world’s largest providers of financial markets data and infrastructure
PCR provides sophisticated data management solutions tailored to the unique demands of wealthy families and their advisors
Electra is an independent provider of data aggregation, data control, and reconciliation solutions
Arch enables alternative-asset data feeds into AV, automating mapping and posting from your alternative accounts into AV’s general ledger and performance tracking, cutting reconciliation time
Plaid enables users to seamlessly link checking, savings, and credit card accounts, automatically importing real-time balances and transactions
Morningstar is a specialist across investment research and investment management services
NSE is India’s primary stock exchange, providing market data and valuation information for investment analysis and decision-making
Yodlee is a leading data aggregation and analytics platform
AWS provides enterprise-grade cloud infrastructure offering global scalability and security
BDO provides independent IT infrastructure and security assessment for AV, ensuring the integrity and protection of client data
BILL is cloud-based software that digitizes and automates bill pay and back-office financial processes
Sattva helps businesses maximize social return on every investment
K1X is a tax technology platform that automates the digitization, aggregation, and management of K-1 and private market tax data for family offices
SKP / Nexdigm is an independent global advisory providing integrated, digitally driven business solutions
Ruby Consulting specializes in delivering high-quality financial analysis, research, and intelligence solutions to family offices in 15+ countries
V C Shah & Co. is a leading Chartered Accountancy firm with over five decades of audit, tax, and advisory expertise, bringing trusted financial governance and regulatory depth to AV’s clients
FWO Accounting & Consulting is a specialized family office accounting and consulting firm providing implementation, reporting, training, outsourcing, and alternative investment support
Deviate Consulting is a family office consulting firm specializing in software selection, implementation, accounting, and back-office support
Partner in creating world-class continuing education and certification programs for family offices and investment staff.