Asset Vantage
HQ Address
One Dock Street, Suite 201, Stamford, CT 06902, United States
Website Address
Business introduction
An integrated performance reporting and general ledger technology makes all things possible
A complete family office software platform for global families with complex wealth
Asset Vantage was founded in 2011 by a family office and technology group as a next-generation, SaaS technology-based asset management, accounting, and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that serve them.
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Asset Vantage Solutions
Financial Reporting Services
Implementation Services We hand hold our clients through full implementation reconciliation and training with our in-house and partner-driven implementation teams. Managed Services AV’s Data Management Services (DMS) offers a single window service for data aggregation, posting, managing liabilities positions and reconciliation across both liquid and illiquid assets classes. Clients have the option of working......
business needs
The Asset Vantage Engine
Single family office The Asset Vantage platform is designed to give U-HNW families ultra-high visibility into their complex investment portfolios, equipping them to make insightful and better-informed decisions. Our platform provides instant access to performance reporting, a full general ledger and a secure document vault enabling a consolidated view of a......
business needs
- Digital Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
WealthDX
WealthDX provides an enterprise integration platform that allows easy integration of different systems and applications enabling efficient data exchange regardless of different technologies and formats. It addresses the problem to individually integrate systems amongst themselves. It provides a platform based on an open API Framework in which each system plugs onto......
