Financial clarity

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.

Single Family

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

Office / RIA

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