Solution introduction
A comprehensive family office performance reporting and accounting technology platform, built for family offices by a family office and technology group
Everything SFOs, MFOs, CPAs serving the UHNW need to manage their family office operations
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 family’s entire net worth.
Multi-family office
The Asset Vantage's performance-reporting software with in-built data feeds creates unprecedented visibility into all facets of your clients’ numerous accounts and investments: all managers’ portfolios, individual trading accounts, bank accounts, private-equity stakes, hedge-fund investments, real-estate, art, collectibles, and most importantly liabilities for multi-family offices and registered investment advisors serving the U-HNW.
Accounting firms
Build a superior family office practice with Asset Vantage's cloud-based platform which brings together investments, portfolio accounting & documents. Enhance your value as a trusted advisor to U-HNW families & family offices.
