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Asset Vantage was established in response to the proprietary needs of an international single family office in 2011. We have created a next generation SaaS-based asset management, software accounting and reporting system catering to the complex and discreet financial needs of customers ranging from DIY high net-worth individuals to fully staffed family offices.

Today in its second generation, our cost-efficient and wholly integrated 
financial wealth management software platform is creating a paradigm shift in the wealth management industry by enabling better control and decision making for our customers and their advisors.

Stemming from an automated dual-entry general ledger system, the web and mobile based technology provides household and account level views, fully configurable 
investment portfolio reporting and reconciliation, data aggregation and analytics tools across all liquid/illiquid asset classes, multiple currencies and tax jurisdictions.
 


Contact us
Request a demo

For more information on Asset Vantage, please visit www.assetvantage.com/


Contact us
Request a demo

For more information on Asset Vantage, please visit www.assetvantage.com/