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Asset Vantage Review
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.
Show MoreOverview 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.
Show MoreOverview of Asset Vantage Features
- Financial data aggregation
- Portfolio performance
- General ledger
- Document management systems
- Bank feeds
- Market feeds
Awards & Quality Certificates
Asset Vantage Position In Our Categories
Knowing that companies have special business-related wants, it is only rational they steer clear of paying for an all-encompassing, ideal business application. Regardless, it is futile to come across such an app even among well-known software products. The reasonable step to undertake is to note down the numerous critical functions which entail deliberation like major features, price terms, skill capability of staff members, business size, etc. Then, you should perform the product research systematically. Have a look at these Asset Vantage analyses and check out each of the software systems in your list more closely. Such comprehensive research guarantee you drop mismatched software solutions and pay for the system which delivers all the benefits your company requires in sustaining growth.
Position of Asset Vantage in our main categories:
There are popular and widely used applications in each software category. But are they necessarily the best fit for your enterprise’s special wants? A market-leading software solution may have thousands of customers, but does it provide what you require? For this reason, do not blindly invest in popular systems. Read at least a few Asset Vantage Financial Reporting Software reviews and mull over the elements that you want in the software such as the cost, main tools, available integrations etc. Then, choose a few systems that fit your requirements. Try out the free trials of these platforms, read online reviews, get information from the vendor, and do your research systematically. This in-depth groundwork is certain to help you choose the finest software application for your organization’s specific requirements.
How Much Does Asset Vantage Cost?
Asset Vantage Pricing Plans:
Free Trial
Single Family Offices
Contact vendor
Multi Family Offices
Contact vendor
Accounting Firms
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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.
A paid trial is available at $499/month.
User Satisfaction
Positive Social Media Mentions
21
Negative Social Media Mentions
0
We know that when you choose to purchase a Financial Reporting Software it’s important not only to find out how experts score it in their reviews, but also to find out whether the actual clients and enterprises that purchased it are actually content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Asset Vantage reviews across a vast array of social media sites. The data is then displayed in a simple to understand way showing how many users had positive and negative experience with Asset Vantage. With that information at hand you should be equipped to make an informed business decision that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Android
- iPhone/iPad
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Small Business
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
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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