Built for family offices by a family office and technology group

Solutions

A comprehensive family office performance reporting and accounting technology platform.

See how Family Offices of all kinds are using Asset Vantage to optimize their operations.

Mobile App

Browser Application

Reconciliation

General Ledger Reporting

IPS / Risk Management

Alerts & Notification

Investment Analytics

Investment Performance

Entities & Groups

General Ledger Accounting

Partnership Accounting

Tax Lot Engine

Multi-currency

Multiple Asset Classes

Hosted Fully Managed Servers & App

Global Public Market Feeds

Encrypted Database

Private Custodian Feeds

Security & Privacy User Profile

Bank & Credit Card Feeds

Document Vault