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51-200 employees
View all
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information technology & services
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Suite 201,Stamford,Connecticut ,US
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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.
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Asset Vantage Email Formats | Example Email Formats | Percentage |
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{first}.{last} | [email protected] |
75%
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The widely used Asset Vantage email format is {first}.{last} (e.g. [email protected]) with 75% adoption across the company.
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