Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-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 service them.
The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies.
AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.
Industry
Technology, Information and Internet
HQ Location
Suite 201
Stamford, Connecticut 06902, US
Keywords
Financial Data AggregatioPortfolio Performance AnalyticsIntegrated General Ledger and Chart of AccountsPartnership AccountingIOS/Android Mobile AppFamily Office softwareAccounting softwareBill paymentDocument managementReporting