Asset Vantage Systems Private Limited : Email: info@assetvantage
Portfolio management for family offices has become more complex than ever before. Investments are spread across geographies, asset classes range from stocks and bonds to private equity and works of art, valuation metrics can be varied, and there are increasing regulatory requirements for accounting and reporting. Family offices today indeed function like institutional investors, with […]
For family offices venturing into the realm of global diversification, the allure of untapped opportunities can quickly become obscured by the intricate labyrinth of multi-currency challenges. Fluctuating exchange rates, opaque data ecosystems, and complex calculations threaten to ensnare even the most seasoned financial navigators. Yet, within this daunting maze lies a powerful key: integrated multi-currency […]
In the intricate world of family offices, navigating an ocean of data can feel daunting. Amidst complex investment portfolios, sprawling global interests, and intricate generational wealth plans, staying afloat requires clear and concise insights. This is where the power of dashboards shines brightest. Forget clunky spreadsheets and cryptic reports. Family asset management software Family asset […]
In a perfect world, high-net-worth families would focus on building reliable financial stability across generations. In reality, however, reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. The root cause for this problem lies in the lack of succession planning […]
As a weathered investor, you have to simultaneously deal with data that is in constant flux while navigating through the macrocosm of market information and the intricacies of your portfolio. Consolidation of data on all your investments, income, and expenses is imperative, especially when it comes to optimizing returns and tracking data points to derive meaningful insights. Excel […]
Financial apps are designed to help you monitor and track your assets while you stay updated with current events that affect your investment decisions. Just like a business, the bigger it gets, the better you have to be at managing it. Stress, anxiety, and pressure are by-products of growing wealth. Principals need the right combination […]
