Asset Vantage Systems Private Limited : Email: info@assetvantage
Gain ultra-high visibility across complex portfolios with
AV’s integrated general ledger and performance reporting platform
Asset Vantage gives UHNW families ultra-high visibility into complex investment portfolios, replacing manual data handling with a consolidated, decision-ready view. Built for modern family offices and their trusted advisors, the platform centralizes investment data aggregation across multiple entities to deliver accurate portfolio oversight.
Asset Vantage enables family offices to:
UHNW wealth is spread across partnerships, trusts, foundations, individuals, and LLCs. For single and multi-family offices, fragmented structures make investment management and portfolio oversight difficult without consolidated data across entities.
Asset Vantage supports complex ownership structures across partnerships, trusts, and entities, keeping consolidated data accurate at every level. It combines portfolio oversight with general ledger accounting to ensure consistency across multiple entities.
Asset Vantage enables family offices to:
Asset Vantage provides single- and multi-family offices with clear performance and allocation reporting, built for how wealth owners and advisors actually review portfolios.
Asset Vantage enables family offices to:
Private assets, including private equity, require reporting that stays aligned with accounting systems to remain visible and controlled.
Asset Vantage brings alternative investment reporting directly into consolidated net worth through accurate, structured data capture within accounting systems. As delivers a clear, reliable view across investment companies without breaking data integrity.
Asset Vantage enables family offices to:
Asset Vantage helps families manage their wealth with a unified view of personal assets and investments.
Personal holdings are captured and reported in the same software used by family offices, reducing manual effort by automating data entry and ensuring consistency in net-worth reporting.
Asset Vantage enables family offices to:
Asset Vantage gives family offices clear visibility into assets held across currencies and geographies, so currency exposure is understood, not guessed.
Multi-currency reporting stays consistent across entities, eliminating manual reconciliation and fragmented views.
AV delivers ‘Accountant-Ready’ tax reports, saving time by providing easy, consolidated reporting for individuals and family limited partnership entities such as LLCs, trusts, and more.
Tax reporting remains consolidated across LLCs, trusts, and partnership structures, allowing accountants to work directly from clean, consistent outputs without manual reconciliation.
