Multi-asset class system
Whether you are making individual investment decisions, outsourcing investments to a third-party manager, or a combination of both, AV’s multi family office software allows you to aggregate data and plug in data feeds, enabling you to report and analyze the consolidated information across asset classes.
Our private equity reporting feature facilitates slicing and dicing of investment data, at the holding, account or manager level, and helps generates reports that enable you to analyze investment data at multiple levels for your U-HNW clients.
AV has predefined and user-defined fields to enable you to generate reports the way you want to report to your U-HNW families.