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.