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Staying connected and integrated across web and mobile platforms has never been
so easy for you and your clients.

Integrated And Automated Accounting

Build a superior practice

An integrated and automated accounting engine keeps your books up to date at all times with accurate data that is easily reconciled with investment payouts.


Expand your advisory services

Tailor smart financial reports for your clients that ensure they are not blindsided. Offer on demand analytics like annualized returns (IRR) across entities and investments.

Secured Documents

Stay paperfree and painfree

Securely store KYC and compliance paperwork online with a document vault. Easily access documents linked to transactions that are stored together in one place.

Easy Reconciliation of Investment Payouts

Save time and money

Save thousands of man-hours spent on manual data entry and reporting. Boost performance of your clients’ portfolios with smarter financial and tax planning.

Asset Vantage welcomes payments by American Express® Cards.

American Express Card members can use their Membership Rewards® points for payments.

90% of principals and their wealth advisors make investment
decisions without a true picture of their entire net worth.