Family offices usually manage the wealth of high net-worth individuals or family-owned businesses and offer services, like insurance, budgeting, wealth transfer, tax services, charitable giving, etc. As a result, they need a powerful platform that can allow them to do their job in an accurate and simpler manner. Asset Vantage and its SaaS-based asset management system are used by many family offices as it offers a right balance of innovation, reliability, and flexibility.

“When we started Asset Vantage in the year 2011, our only goal was to provide family offices with a software platform which can provide them with better control over their operations. Our SaaS-based accounting, reporting, and asset management are now used by many family offices to streamline their operations and experience better flexibility.” says a spokesperson from Asset Vantage.

Their accounting system comes with some useful features, like customizable portfolio reporting, multiple analytical tools, tax jurisdictions, etc. Every single feature of their software is in line with the basic functions performed by family offices. Moreover, their software can also be used on smartphones and tablets.

The spokesperson continues, “Our family office software is a one-stop solution for family offices as it comes with some features that can make their operations simpler while also ensuring complete accuracy. Be it managing wealth transfer, transferring currencies, or taking care of the tax jurisdictions, everything can be easily done with our software.”

While the company just recently completed five successful years in the wealth management industry, with a high focus on innovation and client satisfaction, they are sure to continue transforming the industry for good in future too. To know more about the products and services offered by Asset Vantage, visit the official website of the company.

About Asset Vantage

Established in the year 2011 in India, Asset Vantage is one of the most popular wealth-management software providers to family offices and high net-worth individuals. Its SaaS-based wealth management software, which automates the accounting and wealth management process, is very commonly used by many family offices.

With a dynamic group of experienced professionals and a major emphasis on the use of technology, the company provides its clients with enhanced control over their operations and decision-making process.