Leading Private Banks choose AV to usher in a new digitally powered Family Office offering.
AV’s award-winning global wealth-tech platform provides private banking institutions what they’ve always wanted to serve their most complex UHN-W clients.
Leading Private Banks are choosing Asset Vantage to drive their complex UHN-W client relationships. Banks and Institutions are challenged by increasing client demands, client complexity, and aggressive competition for their client’s attention and wallet. These challenges require their Relationship Managers to focus on providing a unique value proposition. UHN-W clients want deeper and more holistic services when they need it and Institutions that cannot respond run the risk of being replaced. As the market matures, this is the new reality that Institutions face with UHN-W clients.
By utilizing a single integrated platform for managing accounting and reporting across the entire wealth picture of their clients, these Leading Private Banks, Institutions, and their RMs are able to provide the answers to the most pressing and immediate questions their clients may have about their wealth — investment commitments, multi-period performance against benchmarks, complexities around reporting on alternate investments, asset allocation across investment entities, family expenses and liabilities and more. By leveraging the power of the Asset Vantage platform, RMs now have these answers at their fingertips so they can focus on developing deeper client relationships and reducing client churn.
Asset Vantage was founded in 2011 by a family office and technology group as a next-generation, SaaS technology-based asset management, accounting, and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that serve them.
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business.
More than 350 of the world’s wealthiest families, representing combined assets of over $125 Billion, use our one-stop family office software solution either directly through single-family offices, or via multi-family offices, CPA firms, and now institutions.
AV has the distinction of being the only truly global platform serving clients across the Americas, UK, Middle East, Asia, and Oceania.
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Name: Abhay Gala
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Company: Asset Vantage Inc.
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