Asset Vantage is a cost-efficient and wholly integrated software platform that is creating a paradigm shift in the wealth management industry. With on-demand investment analytics, accounting and documents on a single screen, family principals and their advisors are now empowered with better control and smarter decision making.
The web and mobile-based technology is available in three product editions for customers to choose from.
Caters to families with portfolios of moderate complexity & investments in basic asset classes
Family Office Edition
A comprehensive solution for families with complex portfolios spread across multiple asset classes & entities
Best suited for businesses that manage accounting, taxation and investment portfolios for high net worth individuals