For multi-family offices and registered investment advisors, Asset Vantage offers private equity reporting software with in-built data feeds to assist you in managing all aspects of your clients’ numerous accounts and investments.
Whether you are making individual investment decisions, outsourcing investments to a third-party manager, or a combination of both, Asset Vantage has the tools that allow you to aggregate data, plug in data feeds and report and analyze the consolidated information.
Our private equity reporting software facilitates slicing and dicing of investment data, at the holdings, account or manager level, and generates reports that enable you to analyze investment data at multiple levels.
Asset Vantage has predefined and user-defined fields to enable you to generate reports the way you need to see the data.
Stop managing your clients’ financial life with multiple online tools and stodgy spreadsheets. Simplify with smart upload and data sync features for banking and credit card transactions. Reduce manual effort; use automated data feeds for custodian accounts.
Our portfolio performance software aggregates data, updates latest values with current data feeds and provides a comprehensive and insightful set of reports for you and your 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 multi family office private equity reporting software provides 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 financial portfolio on the move and receive notifications of any changes that take place. Ease of use and accessibility are our specialties. With data feeds built into Asset Vantage’s private equity reporting software, your clients have access to current, consolidated information without any additional effort on your part.