The Financial OS for
Modern
Family Offices
Explore Powerful Features In Your AV PRO Platform
Cash Flow Forecasting
Project future cash-inflows for better liquidity management.
Look-Through
Get a transparent view of direct and indirect exposures of all underlying securities within mutual funds.
Investment Policy Statement Compliance & Benchmark Alignment
Instantly compare allocations to targets and track adherence.
Unlimited Configurable Dashboards
Experience personalized dashboards that provide at-a-glance insights into your investments and assets
AV Mobile
Stay connected to your portfolio insights anytime, anywhere.
Short Position Tracking
Daily MTM insights for precise reporting.
Locked Past Periods
Prevent accidental or unauthorized changes to closed periods.
Multi-Period Performance with Benchmarks
Track sequential performance and cash-flows with benchmarks across months, quarters and years.
Visual Performance Analytics
Track by asset class, advisor, and against benchmarks with visualized reporting including- heat maps, bar, and line charts.
Track Income & Expense With Ease
Create multiple configurable views of cumulative income and expense across entities and accounts.