Asset Vantage
Asset Vantage Systems Private Limited : Email: info@assetvantage
SFOs, MFOs & Business Management Firms serving the UHNW
Get control of all your assets & liabilities
Differentiate your practice by showing the full picture
The CPA as the “Wealth Custodian”
Founded by a family office and technology group
Deliver exceptional value to Family Offices
Upload and sync investment transactions for simple
The AV family office platform is a single point of book-keeping
We have closely studied the needs of global wealth owners
Our partnership accounting feature provides clients
With this integration, Asset Vantage clients
The AV platform is built on a foundation of total data privacy
AV’s Document Vault feature allows you to securely
Comprehensive financial insight and control anytime, anywhere
Markets
Single-Family Offices
CPAs & Business Management Firms
Multi-Family Offices & Institutional Wealth Managers
Who we serve
Product
Financial Data Aggregation
Integrated General Ledger
Portfolio Performance
Partnership Accounting
Data Security & Privacy
Document Vault
Check Writing/Bill Pay
AV PRO Mobile App
Private Equity
Managed Services
AV Prime Data management & reconciliation services
Data management & reconciliation services
We are the one-stop software solution to help family offices run like a business.
Leverage the capabilities of our global network
We build award winning global SaaS technology products.
For a complete view of family wealth
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