Asset Vantage was founded in 2011 by a family office and technology group as a next-generation, SaaS technology-based asset management, personal accounting software, 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 serve them.
Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies. We aspire to be the one-stop software solution to help Family Offices run like a business.
More than 325 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our software for family offices. We serve them through single-family offices, multi-family offices, CPA firms, trusts and financial institutions. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East, Asia, and Oceania.
AV’s best-in-class technology, combined with its premium managed services, offers an unparalleled and highly configurable solution at a fully transparent and competitive price point. The holy grail of value that family offices have always been searching for is now here.
· Comprehensive view of your investments: Asset Vantage provides a consolidated view of all your investments across various asset classes, including stocks, bonds, mutual funds, real estate, and more. This allows you to monitor your portfolio’s performance and make informed investment decisions.
· Automated tracking and reporting: Asset Vantage automatically tracks your investments and generates reports that provide detailed insights into your portfolio’s performance, asset allocation, and risk exposure.
· Customizable reporting: Asset Vantage allows you to customize reports to suit your specific requirements. You can create reports based on asset class, software for managing investments type, or any other parameter that you choose.
· Tax optimization: Asset Vantage offers tax optimization features that help you minimize your tax liabilities by providing insights into tax-efficient investment strategies.
· Family office features: Asset Vantage offers family office features that enable you to manage multiple portfolios, including those of your family members, in one central location.
· Security and data privacy: Asset Vantage uses bank-level security measures to protect your data, and all data is stored on encrypted servers. Additionally, Asset Vantage is compliant with international data privacy regulations, including GDPR and CCPA.
· Customer support: Asset Vantage offers dedicated customer support, including onboarding assistance and ongoing support to ensure that you get the most out of the software.
Originally published by: Benefits of Asset Vantage Portfolio Management Software
October 17, 2018: This report focuses on the global Portfolio Management Software status, future forecast, growth opportunity, key market and key players.
The study objectives are to present the Portfolio Management Software development in United States, Europe and China.In 2017, the global Portfolio Management Software market size was million US$ and it is expected to reach million US$ by the end of 2025, with a CAGR of during 2018-2025.The key players covered in this studyPersonal CapitalStatoreFrontFund ManagerDownload sample Copy of This Report at: https://www.radiantinsights.com/research/global-portfolio-management-software-market-size-status-and-forecast-2018-2025/request-sample CoStarSoftTargetInvestment Account ManagerAdventOptions Czar (Koona Software)ClarizenMiles SoftwareOWL SoftwareConifer Financial ServicesFinFolioMprofitInvestPlusBrowse Full Report With TOC @ https://www.radiantinsights.com/research/global-portfolio-management-software-market-size-status-and-forecast-2018-2025 Market segment by Type, the product can be split intoWeb-based Portfolio Management SoftwareCloud Based Portfolio Management SoftwareMarket segment by Application, split intoSmall and Medium BusinessLarge BusinessMarket segment by Regions/Countries, this report coversUnited StatesEuropeChinaJapanSoutheast AsiaIndiaCentral & South AmericaThe study objectives of this report are:To analyze global Portfolio Management Software status, future forecast, growth opportunity, key market and key players.To present the Portfolio Management Software development in United States, Europe and China.To strategically profile the key players and comprehensively analyze their development plan and strategies.To define, describe and forecast the market by product type, market and key regions.In this study, the years considered to estimate the market size of Portfolio Management Software are as follows:History Year: 2013-2017Base Year: 2017Estimated Year: 2018Forecast Year 2018 to 2025For the data information by region, company, type and application, 2017 is considered as the base year.
Whenever data information was unavailable for the base year, the prior year has been considered.About Radiant InsightsRadiant Insights is a platform for companies looking to meet their market research and business intelligence requirements.
We assist and facilitate organizations and individuals procure market research reports, helping them in the decision making process.
We have a comprehensive collection of reports, covering over 40 key industries and a host of micro markets.
In addition to over extensive database of reports, our experienced research coordinators also offer a host of ancillary services such as, research partnerships/ tie-ups and customized research solutions.For More Information, Visit Radiant Insights Contact:Michelle ThorasCorporate Sales Specialist, USARadiant Insights, IncPhone: 1-415-349-0054Toll Free: 1-888-202-9519Email: [email protected] Blog URL: http://ictmarketforecasts.wordpress.com
Odessa is a software company exclusively focused in the leasing industry, and the developer of the Odessa platform.
Headquartered in Philadelphia, USA, Odessa’s asset finance solutions and workforce of 850+ power a diverse customer base of leasing companies globally.
Odessa provides a powerful, end-to-end, extensible equipment finance solution for lease and loan origination and portfolio management.
The Odessa Platform further provides rich feature sets including developer tools, test automation, reporting and business intelligence to ensure organizations can more effectively align business and IT objectives.
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