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Security & compliance
The vendor hasn’t added security or compliance details yet.
Family office general ledger and performance reporting.
Pricing
From $30,000 / yr
Founded
2010
Team size
51-200 employees
Headquarters
Mumbai, IND
Preview from assetvantage.com
At a glance
Best for
Accountants & Bookkeepers, CFO
Pricing model
Custom quote
Integrates with
Custodial data feedsBank account integrationsCredit card account integrationsPDF fund statementsTrade confirmations+2
About Asset Vantage
Asset Vantage is a family-office accounting and portfolio-management platform for single-family offices, multi-family offices, UHNW families, and their CPAs. It combines general-ledger accounting with investment performance reporting, data aggregation, and multi-entity consolidation in one system, priced by number of ownership structures rather than AUM. It targets family offices that want unified books and portfolio reporting without AUM-based fees.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Asset Vantage
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