Awarded the most elegant solution for dual entry accounting and aggregating performance reporting at the prestigious 2020 Family Wealth Report Awards.

Asset Vantage offers a comprehensive technology platform for Family Offices to manage their wealth. It consolidates multi-entity, multi-asset asset class portfolio performance reporting with integrated general ledger capabilities to help families get the complete picture of their financial situation. A host of advanced features – portfolio analyticspartnership accountingmulti-currency reporting, and more helps Family Offices efficiently manage their financial operations.

“We are honored to be recognized as the Best Accounting Technology solution,” said Chirag Nanavati, Managing Director, Asset Vantage Inc. “We have purpose-built this solution to address the unique challenges faced by Family Offices, having faced the same as a part of our own family office. We continue to leverage the latest technologies to offer a secure platform that is convenient to implement and operate for our customers.”

The FWR Awards, now in their 7th edition, are hosted by Family Wealth Report – a leading resource of business intelligence for North American family wealth. They recognize the top advisors and service providers in the field of private wealth and asset management. The winners are selected by a panel of expert judges from amongst a set of distinguished nominees.

Based in Stamford, CT, Asset Vantage Inc offers an eponymous technology platform for Single Family Offices, Multi Family Offices and CPAs serving families of significant wealth to help them manage their complete financial operations. It also offers on-going data management services to select clients. The company currently serves hundreds of families globally, with customers across United States, Middle East and Asia.

Know more about AV’s Awarding Accounting Technology. Request for a demo or start our month-to-month trial.

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