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The Asset Vantage software platform does all the heavy lifting of data and analytics,
so you can stay focused on working your financial plan.


Keep It Together

Save time from browsing through multiple online tools and stodgy spreadsheets. Simplify your financial life with smart upload and data sync features for all your investments, banking and credit card transactions.


Take Smarter Decisions

With powerful analytics available at your fingertips you are empowered with actionable data on your investments, income and expenses. Keep your family assets in check at all times with a quick glance of the AV dashboard. 


Store Documents

Keep a cloud-based central record of your personal and financial documents like IDs, contracts, agreements and deeds. Access all your documents when you need them the most.


Stay Alert

Notifications and Alerts on Asset Vantage help you stay on top of investment maturity dates, EMIs and other income and payment dates. Get stock related news and global news updates directly on your smartphone.

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.