SFOs, MFOs & CPAs serving the U-HNW

Markets

Serving family offices and their trusted wealth custodians.

Single Family
Offices

Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting platform can help your office run smoothly and efficiently.

 

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Multi Family
Offices

As a Multi-Family Office, you need all the capabilities of a Single Family Office across multiple clients. We provide quick, consolidated views across all client entities with drill-down capabilities.

 

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Accounting
Firms

CPA’s rely on accurate data for their reports. Our technology platform integrates a general ledger optimized for multi-asset class, multi-currency portfolios with robust portfolio reporting and analytics.

 

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

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