Asset Vantage Review

Asset Vantage
Our score: 8.0 User satisfaction: 100%

What is Asset Vantage?

Asset Vantage is a financial reporting software that was developed especially for family offices, accounting firms, and wealth custodians. Built to provide a consolidated view of a family’s net worth, Asset Vantage is equipped with various management features.

One such feature is Asset Vantage’s data management service, which aims to provide a single platform for data aggregation and other accounting activities such as data audits. The data is then used to power the platform and offer users insightful reports on investments, GL, and financial performance, among others.

Bookkeeping is also made easy by the platform’s IFRS and GAAP compliance. Through these features, Asset Vantage seeks to provide all the tools necessary in managing family office operations and helping CPAs focus on what the portfolio implies about the future of their clients.

Overview of Asset Vantage Benefits

Comprehensive Reporting

The first and perhaps the most notable benefit of Asset Vantage is its comprehensive reporting abilities. With the data in the platform, Asset Vantage is capable of producing and providing reconciliation data, investment analytics, investment performance, and general ledger reporting, among others. This ability to produce comprehensive performance reports is advantageous for family offices and CPAs as users will not have to wait until the end of the quarter to determine how losses can be prevented and how gains can be achieved. Instead, users can utilize the real-time reports of Asset Vantage to inform financial and future decisions.

Extensive Data Management

Other than comprehensive reports, Asset Vantage is also equipped with the ability to handle all sorts of data relevant to the client’s portfolio. Users can input assets, liabilities, income, expenses, and even documents, among others. Multiple asset classes, entities, and groups, as well as multi-currency investments,  can be handled by Asset Vantage. The result is a single-platform enterprise solution for accounting that offers the ability to handle the entirety of a client’s net worth without the need for any additional systems to handle various assets and currencies. Furthermore, Asset Vantage is also equipped with document management systems that seek to eliminate tedious paperwork and reduce problematic errors.

Custodian, Bank, and Market Data Feeds

To accomplish real-time reporting and consistent data management, Asset Vantage utilizes custodian, bank, and market data feeds. Aside from reducing the manual effort of inputting crucial data for accounting processes, the benefit of this feature is that it eliminates the need for other systems to achieve the same results. This includes spreadsheets and other programs that are normally used to manage a client’s financial life.

Privacy and Security

Given the sensitive nature of the data that Asset Vantage handles to operate effectively, the platform’s final benefit is the privacy and security that it offers. Beyond the permissions that users can set for each family office member, Asset Vantage utilizes Amazon’s Web Services. This means that all data is hosted on a Virtual Private Server to ensure the privacy of the family office, their custodians, and their clients. Moreover, the developers of Asset Vantage ensure that no data in the platform are duplicated or copied with the users’ knowledge and permission. Users can also create backups to a secure location through the platform.

Overview of Asset Vantage Features

  • Financial data aggregation
  • Portfolio performance
  • General ledger
  • Document management systems
  • Bank feeds
  • Market feeds

Awards & Quality Certificates

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Asset Vantage Position In Our Categories

Because companies have specific business requirements, it is sensible that they avoid subscribing to an all-encompassing, “perfect” software system. Needless to say, it would be difficult to try to find such an app even among branded software solutions. The reasonable step to undertake would be to list the various essential functions which call for a consideration like major features, budget, skill levels of staff members, company size, etc. After which, you should do the product research systematically. Read some of these Asset Vantage analyses and check out each of the software systems in your shortlist more closely. Such well-rounded product research makes sure you keep away from ill-fitting apps and buy the one that offers all the benefits your company requires.

Position of Asset Vantage in our main categories:

Asset Vantage is also listed in the following subcategories:

It's crucial to keep in mind that almost no app in the Financial Reporting Software category is going to be an ideal solution that can meet all the needs of all business types, sizes and industries. It may be a good idea to read a few Asset Vantage Financial Reporting Software reviews first as specific services might perform well just in a really small group of applications or be prepared with a really specific industry in mind. Others can function with an idea of being simple and intuitive and therefore lack advanced features desired by more experienced users. You can also find apps that cater to a wide group of users and offer a rich feature set, but that usually comes at a higher price of such a software. Make sure you're aware of your needs so that you select a software that provides all the features you search for.

How Much Does Asset Vantage Cost?

Asset Vantage Pricing Plans:

Free Trial

Single Family Offices

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Multi Family Offices

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Accounting Firms

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Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.

User Satisfaction

Positive Social Media Mentions 21
Negative Social Media Mentions 0

We realize that when you make a decision to buy Financial Reporting Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Asset Vantage reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Asset Vantage. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.


Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are Asset Vantage pricing details?

Asset Vantage Pricing Plans:

Free Trial

Single Family Offices

Contact vendor

Multi Family Offices

Contact vendor

Accounting Firms

Contact vendor

Asset Vantage offers three enterprise pricing packages that are dependent on the size and nature of your organization. The cost of each package varies for single-family offices, multi-family offices, and accounting firms. Contact Asset Vantage for a quote on these packages.

What integrations are available for Asset Vantage?

Asset Vantage supports integration with various software and systems. For information, you can get in touch with Asset Vantage.


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Reviewed By Louie Andre
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