Performance Reporting

& General Ledger on Demand

A comprehensive family office performance reporting and accounting technology platform.

Asset Vantage was founded by UNIDEL, a family office cum technology group, as a next generation, cloud/mobile based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them.

The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies.

Asset Vantage

Single Family
Offices

Consolidate data and analytics catering to the sophisticated and complex family needs

Multi-Family
Offices

Providing the tools to help manage clients’ assets through data aggregation, portfolio management and analytics across all asset classes

Accounting Firms

A solution for firms focusing on accounting, taxes, and the monitoring of all of the financial aspects of ultra-high net worth families

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