Asset Vantage

Asset Vantage

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What is Asset Vantage?

Asset Vantage was established in response to the proprietary needs of an international single family office in 2011. We have created a next generation SaaS-based asset management, accounting and reporting system catering to the complex and discreet financial needs of customers ranging from DIY high net-worth individuals to fully staffed family offices. Today in its second generation, our cost-efficient and wholly integrated software platform is creating a paradigm shift in the wealth management industry by enabling better control and decision making for our customers and their advisors.

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