The AV cloud-based platform is designed to give U-HNW families ultra-high visibility into yourcomplex investment portfolios, equipping you to make insightful and better-informed decisions.
AV provides instant access to performance reporting, a full general ledger and a secure document vault enabling a consolidated view of your family’s entire net worth.
Financial data aggregation
For all your liquid/illiquid investments, income and expenses.
For all your investment accounting and reporting requirements.
Integrated general ledger
Single point of book-keeping built on global IFRS and
Look-through capability to manage investment partnerships
at the partner or the partnership level