Asset Vantage Systems Private Limited : Email: info@assetvantage
Family offices are evolving. Their investments are spread across countries and various liquid and illiquid asset types, further held through intricate legal structures, making the family office of the 21st century as complex as an institutional investor. What’s more, family office principals are also becoming more financially savvy, and bring the same rigour to their […]
Family Offices today are significantly complex. They invest in multiple asset classes — liquid as well as illiquid — have multiple custodians and banks accounts, and manage their holdings through intricate entity structures. To effectively manage this complexity, it is imperative to have a single source of truth for strategic investment allocation, tax planning, and […]
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 […]
[vc_row css_animation=”” row_type=”row” use_row_as_full_screen_section=”no” type=”full_width” angled_section=”no” text_align=”left” background_image_as_pattern=”without_pattern”][vc_column][vc_column_text]Family offices handle a wide range of activities, such as overseeing financial strategies and estate management, to grow and maintain the wealth of ultra high net worth families. Such a crucial role requires accuracy and efficiency. Modern family offices needs modern financial data management software. However, the amount […]
For generations, family offices have wielded the mighty spreadsheet as their financial management weapon of choice. Rows and columns held the secrets of empires, meticulously updated by diligent analysts, their fingers flying across keyboards in a symphony of data capture. But in the age of instant gratification, real time insights and hyper-connectivity, the stale spreadsheet […]
The world of wealth management for Ultra-High-Net-Worth Individuals (UHNWI) has long been shrouded in an aura of exclusivity and bespoke service. Traditionally, managing vast fortunes involved personalized attention from dedicated wealth advisors, intricate spreadsheets, and mountains of paperwork. But in recent years, a silent revolution has been brewing, one powered by cutting-edge technology and innovation: […]
In today’s dynamic and complex financial landscape, family offices are increasingly turning to data analytics to navigate the intricate world of wealth management. The role of Data analytics empowers family offices to make informed decisions, optimize asset allocation, mitigate risks, and ultimately achieve their long-term financial goals. Data Analytics in Family Asset Management Data analytics […]
In the ever-evolving landscape of family office management, the integration of Artificial Intelligence (AI) has emerged as a transformative force, redefining the dynamics of investment decision-making. The traditional paradigms are giving way to a new era where cutting-edge technologies are not just tools but indispensable partners in the pursuit of financial excellence. AI for Smarter […]
Managing family assets software can be a daunting task for family principals, especially when their investments are spread across multiple asset classes, entities, and advisors with a great amount of data amassed through years of transactions. To get to the bottom line, one has to manually collate and analyze reams of data on spreadsheets created […]
