• 2013 August 01

Company Description

Automated Portfolio Management and Accounting

Asset Vantage has built a powerful technology to empower wealth owners manage their entire wealth seamlessly - by consolidating both Financial & Investment data in a single platform.Data is integrated with live market feed to help track net-worth movement on a real time basis. Our revolutionary technology aggregates data, helps analyze markets & portfolio performance, automates investment accounting and manages the investment process. Asset Vantage technology is especially for HIGH NET-WORTH INDIVIDUALS (HNWI), SINGLE & MULTI-FAMILY OFFICES, CORPORATE TREASURIES and WEALTH ADVISERS.