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.
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.
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.
We provide a comprehensive and insightful set of reports available for our clients.
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 software can provide all of these answers and more, directly from the detailed general ledger activity.
Asset Vantage allows you to:
With an intuitive dashboard available via a mobile application, your clients can access their entire 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.