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More Clients, Same Staff, Better Service. How?

Every client is unique, but all their investment data has similar characteristics- multiple asset classes, high value transactions, large volumes, diverse data sources from numerous bankers, brokers or advisors and immense complexity.

More Clients, Same Staff, Better Service. How?

How to separate Business Wealth
and Family Wealth

Do you have a consolidated view of your capital gains?

3 basic reports
every wealth owner
should have at
their fingertips

Evolving Role of Technology in Managing Family Assets

Asset Vantage is a secure platform
for high net worth families to
control their financial data

Here’s how you can secure your online financial data with these five conditions

Benchmarking: Not just something for your advisor to
know

Asset Vantage acquires Financial Navigator.

Mumbai-based
fintech co Asset Vantage acquires
30-year-old
American firm

Monitoring your finances with Excel? Beware of the hidden costs!

Taxing times: How
you can use technology to facilitate data compilation

Keep Your Finger on the Pulse of Your Investments

Why a Family Office trumps
Unstructured
Wealth Management

How did Demonetization Affect your Investments?

Set up family
office and start archiving

3 measures to help protect your family fortune through generations

Do you think you
have the perfect
personal finance
app? Think again!

Like It or Not, Our Financial Lives are Already on the Cloud

A ‘Vantage’ point to manage wealth
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