SOLUTIONS

MULTI-FAMILY OFFICE / RIA

For a multi-family office or a registered investment advisor, Asset Vantage can offer a number of features which will assist you and your clients better manage all aspects of their various accounts and investments.

Multi-Manager and Asset Class System

Whether you are making individual investment decisions, or you are outsourcing this to a third-party manager, or a combination of both, Asset Vantage has the tools to allow you to aggregate, report and analyze this information.

 

We provide you with the reporting tools to slice and dice investment data, whether at the holdings, account, or manager level, so you can analyze your investment data at all levels.

 

Asset Vantage has pre-defined and user-defined fields allowing you to analyze and produce reports the way you need to see the data.

Synchronize Your Bank & Custodian
Feeds to Boost Productivity

Simplify managing your clients’ financial life with multiple online tools and stodgy spreadsheets. Simplify your financial life with smart upload and data sync features for all your investments, banking and credit card transactions.

Powerful Performance Reporting

We provide a comprehensive and insightful set of reports available for our clients.

Examples include:

 

  • Summary and detailed reporting of all investment positions.
  • Calculation of investment performance and comparison against industry benchmarks.
  • Analysis of asset allocation across all investments.
  • Consolidation of multiple entities and/or years for complete financial picture.
  • Generation of custom reports based on individual client needs.

Compare Performance with Benchmarks

Calculating ROI and tracking investment performance is crucial for the multi-family office professional. As investors strive to be smarter, they want their financial professionals to answer questions about investment performance, risk and benchmark comparisons. Our multi family office wealth management software can provide all of these answers and more, directly from the detailed general ledger activity.

 

Asset Vantage allows you to:

 

  • Compare your returns against benchmarks and indexes.
  • Analyze the risk level in your portfolio and calculate IRR and/or TWR year-over-year.
  • Produce reports on holding level, managers, portfolios, asset classes and more.

Mobile App Featuring Dashboard Notification
and Documents for Your Clients

With an intuitive dashboard available via a mobile application, your clients can access their entire financial portfolio on the move and receive notifications of any changes that may have taken place. Ease of use and accessibility is one of our specialties.

With a demo of the product, you can see how global family offices are using
the Asset Vantage suite of solutions to optimize their operations.

Request a Demo