Performance Reporting & General Ledger on Demand

TECHNOLOGY TOENABLE YOURVIRTUAL FAMILYOFFICE

For Single & Multi Family Offices

INVESTMENT ADVISORYProvide a controlled view to internal &

external advisors, enabling them to track risk and returns across investment strategies.

Have informed conversations on how liquid & Illiquid financial assets are performing.

Own the software with secure data storage & document management

giving you a centralized control with authorized user profiles.

ASSET VANTAGE TECHNOLOGY POWERED VFO

Ownership of data, reports & analytics for informed decision making resulting in greater transparency & control for the family.Flexibility to switch service providers as data is owned by the family.

FAMILY BOARD& INVESTMENT COMMITTEE

AUDIT, LEGAL & TAXGrant conditional accessof consolidated data to specialists as and when required. A single sourceof data results in higher efficiency & more timely deliverables.

BANKING &CUSTODIAL DATA

Link banking & custodialservice providers aggregating all

entity & account data forindividual & consolidated view.

ACCOUNTINGHandle data aggregation, investment accounting &

reconciliation services through domain specialists trained

on Asset Vantage.

INSURANCE &PERSONAL ASSETSTrack insurance policiesacross providers. Maintaina record of personal assets like art, jewelry,real estate etc.

Own your data & access it on aVirtual Private Server

Seamless access throughweb & mobile app

Retain global best-in-classservice providers & domain specialists

Enable better accountability throughan IPS & SLA driven approach

Easy access to timely, accurate datahelps you better control risks

Our Private Cloud based technologyplatform enhances flexibility andchoice, minimizing personneldependenciesand high fixed costs.This allows you to setup yourVirtual Family Office (VFO)in turn giving you greater insight andcontrol by providing individual andconsolidated views of your family’sentire net worth.

GO VIRTUALWITH ASSET VANTAGE TECHNOLOGYENABLE A VIRTUAL FAMILYECOSYSTEM AT A FRACTIONOF THE COST.

UNITED STATESGreater New York City AreaOne Dock StreetSuite 201Stamford, CT 06902

Phone: +1 800 468-3636

www.assetvantage.com

inquiry@assetvantage.com

© 2020 ASSET VANTAGE | A UNIDEL COMPANYAsset Vantage is not a Wealth Manager or Advisor.

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