We made it to the Forbes list!
Asset Vantage named to Forbes Family Office Software Roundup 2020.
Today most industries have easily identifiable software frontrunners, yet the private wealth- and family office segment still suffers from fragmentation, a lack of clarity and transparency. One outcome of the Forbes Family Office Software roundup is standardised categories that help family offices to get a better understanding of what providers offer and what their limitations are.
Outlined below is a roundup of the software, alongside the unique value propositions that family offices should be looking out for.
AV is the one-stop solution that allows families to look at their consolidated net-worth in a way they understand. We stood out as one of the handful platforms that integrates performance reporting with a general ledger.
Based in the USA, Asset Vantage offers an intelligent technology platform leveraging integrated performance reporting and general ledger technology. Providing a consolidated view of the family office’s entire net worth, Asset Vantage is a tool for single family offices, multi family offices and CPA firms to gain a holistic view of financial health.
Experience the power of Asset Vantage now. Start your AV trial today.