Asset Vantage

Asset Vantage is a cloud-based platform combining portfolio management, accounting, and reporting for HNW families, family offices, or small investment managers. It handles multi-asset class holdings, from equities to real estate, with a consolidated ledger. Customized performance dashboards highlight net worth or returns. Asset Vantage suits those wanting integrated general ledger accounting plus investment tracking, all tailored for sophisticated multi-entity structures.