Everything you need to manage your family office operation

Product Features

Financial data aggregation for all your liquid/illiquid investments, income and expenses is simplified to save time and reduce error. Handle custodian account and bank data feeds with our smart upload features across all asset classes.

 

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AV has closely studied the needs of global wealth owners to deliver a portfolio performance feature that handles all your investment analysis and reporting requirements through a fully configurable engine. You have everything you need to make insightful investment decisions across all your asset classes.

 

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The AV family office platform is a single point of book-keeping built on global IFRS and GAAP standards ensuring seamless integration of the GL with the investment book.

 

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Our partnership accounting feature provides clients with the ability to account for and manage their family investment partnerships, whether at the partner or partnership level.

 

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Organize and manage bill payments through the AV platform across multiple accounts with a check printing functionality that is a vast improvement over traditional check writing software.

 

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Take advantage of AV’s on-the-go mobile feature, allowing you to access your investment portfolio in a secure manner from your smartphone.

 

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The AV platform is built on a foundation of total data privacy and best-in-class security allowing auto-back up with full ownership of your own data.

 

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AV’s Document Vault feature allows you to securely upload, tag and save important documents to any specific transaction, investment holding or entity.  Now digitize all your physical and electronic investment documents, easily store them in one place and retrieve them on-the-go.

 

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Key Features

Hundreds of our global clients are fueling our innovative mindset to develop a robust

and comprehensive platform designed to cater to complex requirements. Would you like to see it?

 

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