AV has been featured in Forbes' prestigious Family Office Software Roundup 2023! We're incredibly proud to be recognized as a leader in the industry, and we're committed to continuing to provide our clients with the best possible family office software solutions. Chirag Nanavati Robin Williams Scott Trimble UNIDEL Read more here: https://lnkd.in/duCQCv6F
Asset Vantage
Technology, Information and Internet
Stamford, Connecticut 3,861 followers
Performance Reporting & General Ledger on Demand
About us
Asset Vantage was founded in 2011 by a family office and technology group as a next generation, cloud/mobile-based asset management, accounting 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 service them. The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies. AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.
- Website
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http://www.assetvantage.com/
External link for Asset Vantage
- Industry
- Technology, Information and Internet
- Company size
- 51-200 employees
- Headquarters
- Stamford, Connecticut
- Type
- Privately Held
- Founded
- 2011
- Specialties
- Financial Data Aggregation, Portfolio Performance Analytics, Integrated General Ledger and Chart of Accounts, Partnership Accounting, IOS/Android Mobile App, Family Office software, Accounting software, Bill payment, Document management, Reporting, Performance reporting, and Partnership accounting
Locations
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Primary
Get directions
Suite 201
Stamford, Connecticut 06902, US
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Get directions
167, Atlanta Building, Nariman Point, Mumbai, Maharashtra 400021
Mumbai, Maharashtra 400021, IN
Employees at Asset Vantage
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Robin Williams
Managing Director at Asset Vantage
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Kaustubh Khatri - ITIL®, CCB, HIPAA
Director - Engineering || Senior Technical Manager || Senior Product Owner || Scrum Master || SAFe Agilist || Data Engineering || Ex-Accenture ||…
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Scott T.
Executive Director, Institutional Sales | Asset Vantage (a UNIDEL Company)
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kishan kashale
Software Engineer at Exela Technologies
Updates
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Growing your wealth isn't just about saving money, it's about making your money work smarter. Learn how to make your money work for you with the power of compounding and build a solid financial future with the Generational Wealth Handbook: https://lnkd.in/d_DZNXGw Stay tuned for more steps to preserve and grow your family capital and legacy. #GW #GWhandbook #resource #download #generationalwealth #handbooks #AV Asset Vantage
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Introducing AV Edge, powered by AI and Natural Language Processing. Families and their trusted advisors can now get super quick investment insights. #Staytunedformore Instant AI-powered answers, detailed insights, endless possibilities. Explore: https://lnkd.in/d_S-S8p6 #IntroducingAVEdge #AVEdge #Staytuned #AI #AIpowered #App #Familyoffices Asset Vantage
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Thrilled to preview AV Edge, our AI-based product tech at the Family Office Fintech Forum 2024 in NYC. Learn more about our latest innovation: https://lnkd.in/d_S-S8p6 #Staytuned #AVEdge #Insights #AV #Assetvantage #AI #AIpowered #Wealthmanagement #FOfintechforum2024
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Staying ahead of the curve is a UNIDEL hallmark, as explored in the latest WIRE. Discover how Asset Vantage stays competitive by harnessing the limitless power of AI through AV Edge to deliver real-time, transformative financial solutions for a seamless customer experience: https://lnkd.in/duyRg6Qb #AI #AssetVantage #AV #Unidel #Unidelcompany Sunil K. Dalal #AVEdge
The future is AI-powered. Discover how UNIDEL is harnessing its limitless potential to drive growth and innovation in products, customers, and people: https://lnkd.in/duyRg6Qb #UNIDEL Softdel ProTeen Asset Vantage #AI@UNIDEL #ai #AIpowered #DigitalWorld #Discover #Adaptability #EmergingTech #DriveGrowth #Products #Customer #People
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What does wealth mean to you? Chapter 1 of the Generational Wealth Handbook helped you define your "why" and create a financial plan. Chapters 2 and 3 equipped you with strategies to manage inflation and control your spending. In chapter 4, see how you can boost your earnings through various income streams. Start your journey to financial security and unlock your full wealth-creation potential with the Generational Wealth Handbook. Download for free to access all the chapters: https://lnkd.in/d_DZNXGw #Downloadhandbooks #Familyofficehandbook #GWhandbook #Generationalwealthhandbook #GWbook #Familyofficesoftware #Assetvantage #AV
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We're proud to be the platform of choice for the next generation of U-HNW families at the center of this historic milestone. #Bestfamilyofficesoftware #assetvantage #AV #Familyoffices #MFO #SFO #wealthmanagement #familyassetmanagementsoftware #contactustoday Asset Vantage
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Mastering your spending habits is key to building wealth. Keep your expenses in check and unlock the power of effective financial management with the Generational Wealth Handbook: https://lnkd.in/d_DZNXGw Stay tuned for more steps to preserve and grow your family capital and legacy. #Bestfamilyofficesoftware #generationalwealth #GWhandbook #learn #Downloadhandbooks #wealthplanning #wealthmanagement #assetvantage #AV
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Celebrating a year of wins & March birthdays in style! We closed out the fiscal year with a bang, and a big slice of cake for our awesome March-born crew. Here's to new chapters and more sweet success in the coming year at AV! Ready to slice into success with us? Check out our careers page: https://lnkd.in/dfiG-wf9 #AssetVantage #BirthdayCelebration #MarchBorns #GreatPlaceToWork #HappyTeam #CareerGrowth #CareerOpportunities #JobOpening #CompanyCultureMatters #JoinUs #UNIDEL
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Everything gets more expensive over time. Learn how to grow your wealth and outrun inflation with the Generational Wealth Handbook: https://lnkd.in/d_DZNXGw Stay tuned for more steps to preserve and grow your family capital and legacy. Asset Vantage #Bestfamilyofficesoftware #Wealthmanagementsoftware #CreateSolidFinancialPlan #GenerationalWealth #WealthPreservation #FinancialPlanning #FamilyLegacy #WealthManagement #FinancialFoundation #LegacyBuilding #FinancialEducation #DownloadHandbook