Asset Vantage

Asset Vantage, a UNIDEL company, is headquartered in the United States with offices in India and Singapore. AV PRO serves the needs of over 340 global families and has been built from the ground up to simplify wealth management and accounting for the modern family office. Trusted by families across 10+ countries, the platform tracks over USD 400 billion in assets and aggregates more than 7,500 accounts. With integrations from over 45 custodians and banks, Asset Vantage offers a comprehensive and seamless solution to manage complex family office needs.

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Business Introduction

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Asset Vantage (AV), founded in 2011, is a next generation SaaS technology-based asset management, accounting, and reporting system catering to the highly demanding needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that serve them. Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.

Contacts

	Daraius Sumariwalla Manager – Business Development & Partnerships Daraius.sumariwalla@assetvantage.com (860) 301-4259
	Jeff Parton Associate Director- Services Jeff.parton@assetvantage.com (203) 379-6423

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Solutions Introduction

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Asset Vantage (AV), founded in 2011, with a vision is to empower families and their trusted advisors with tech-enabled solutions to facilitate better investment decisions and enhanced control over their financial legacy.

AV PRO is a next generation, all-in-one, SaaS based investment accounting and reporting technology solution catering to the highly demanding needs of customers ranging from individual wealth holders to fully staffed family offices. The platform is a fully configurable family office software that provides financial data aggregation across all asset types and integrates general ledger with partnership accounting and reconciliation.

With comprehensive portfolio reporting/analytics across all asset classes, currencies, advisors, and geographies, AV enables family offices to run like a business.

For families looking to offload day-to-day operations, AV PRIME builds on the power of AV PRO by offering fully managed bookkeeping, reconciliation, and reporting services—enabling them to focus entirely on strategic financial decisions without the operational burden.

And now, the AV PRO Mobile app provides on-the-go access to mission critical insights, empowering our existing customers with the flexibility to make informed decisions wherever they are.