family asset management software, family office software, software for family offices
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Your Family Office can create a robust and reliable eco-system of managing assets

with a powerful technology platform at its heart.


Family Office Reporting

Follow up on your investment strategies by tracking an array of analytics for an individual or a group of entities. A coherent approach to reporting significantly improves the quality of decision making and minimizes risk.


Round-the-Clock Access

Review updated information across devices, on the go.
It takes seconds to generate performance reports, freeing up time that can be invested in deriving insights.


Easy Tax Time

Filing your tax returns is an effortless experience.
With integrated accounting, your accountant and your finance teams can work from a single platform with access to auto-updated financial reports.


Privacy & Security

Only you get to decide who gets access to your data.
Defined role permissions and access to login trails adds an extra layer of security. Your data is encrypted and hosted privately on Amazon’s servers to give you that peace of mind.

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.