Asset

Vantage

Financial clarity powered

through technology.

Asset Vantage is a powerful technology platform built to automate global investment management. AV securely provides a complete view of a family’s entire net worth.

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.

Family
Edition

For 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

Business Edition

Best suited for businesses that manage accounting, taxation and investment portfolios for high net worth individuals