Asset Vantage named to the Forbes's 2020 Family Office Software Roundup in collaboration with Simple. Great work done by Francois Botha & Team. Read the full review here: lnkd.in/etdPrGc #fintech #familyoffices #cpafirms #assetmanagement #WealthManagement #unitedstates

The UBS quarterly Global Wealth Report highlights the profound impact of AI in transforming family offices: lnkd.in/g8tqUqZt While many family offices are doubling down on investments in AI companies to drive up portfolio returns over the next decade, deploying AI in your family office operations too has far-reaching implications on efficiencies, opportunities, and most importantly data security. @AssetVantage is leading the way with the announcement of AV Edge, its AI-enabled ‘co-pilot’. AV Edge, built on AI/NLP based technology, allows you to securely query your AV Pro licensed accounting and investments data with questions in simple English, giving you powerful portfolio insights on the go. #FamilyOffice #AIInvesting #AVEdge #DataSecurity #PortfolioInsights

Read about how technology plays a pivotal role in the transformation of traditional wealth management and financial services in this article from Economic Times: lnkd.in/dRifBeXY @AssetVantage has enabled global wealth/asset management institutions to leverage the power of technology to better serve their clients, and meet tighter regulatory requirements at the same time. AV helps create a high-touch and trusting relationship between advisors and their clients while enforcing multiple levels of risk management, data privacy, and controls. #Wealthmanagement #AV #Familyofficesoftware #AI #Technology #familyofficewealthmanagement

An excellent article on the state of family offices evolving as wealth generators from The Financial Times: lnkd.in/ebC33uU9 At @AssetVantage we are seeing this very trend – global family offices of all shapes and sizes are using integrated technology like AV to create a single source of truth to enable the transition of wealth to the next generation. The AV platform helps overcome a number of risks by centralizing financial data management, the essential core to delivering powerful investment reporting and thoughtful succession planning. Features like family legacy archiving and measuring ROI from philanthropic initiatives provides family principals and their next gens the tools they need to operate a forward looking family office. #Familyofficesoftware #bestfamilyofficesoftware #Assetvantage #AV #Wealthmanagement

According to The @EconomicTimes , trust and succession are major hurdles for Indian family businesses. But it doesn't have to be this way! The Asset Vantage platform centralizes financial data aggregation and documentation management and is the bedrock for any effective succession planning exercise for family principals and their advisors. Count on AV for identifying successors, facilitating governance, supporting scenario planning, enhancing communication & collaboration and ensuring compliance. Read more: lnkd.in/dSQAqGB4 #FamilyBusiness #SuccessionPlanning #AssetVantage #WealthManagement #bestfamilyofficesoftware #Familyoffices #Singlefamilyoffices #Indianfamilyoffices.

LGT Wealth Management & Asset Vantage Inc. has come forward to deliver a superior technology solution, which seamlessly consolidates portfolios across multiple accounts and investments for family offices. Read more in the latest news release: lnkd.in/dr-GzX5m

We made it to the Forbes 2022 list! AV is named to Forbes' 2022 Family Office Software Roundup as an intelligent family office technology platform with integrated performance reporting and general ledger technology. lnkd.in/dhZCub2n #forbes #familyoffice #roundup202

Private banking institutions are now "banking" on AV! AV’s award-winning #global #wealthtech platform provides #privatebanking #institutions with what they’ve always wanted to serve their most complex UHN-W clients. Read more in the latest news release: lnkd.in/drjXuATb

“America is a tune. It must be sung together - Gerald Stanley Lee Happy Independence Day to all of our team members and clients in the United States! UNIDEL #unitedstates #america #happyindependenceday #happy4thofjuly #4thofjuly2022

We're scaling new heights - going from the only #FamilyOffice service provider to win in two categories at the Inaugural Wealth Tech #America #Awards 2022 to being one of the elite few finalists in the latest edition of the @FamilyWealthReport 2022 awards. #familyofficesoftware

In another world, #ElonMusk seals the deal to acquire #Twitter for $44B. What are you buying today? #elonmusk #twitter #elonmusktwitter #tesla #liquidity #cashflows #twittersold

On this International Women's Day, we have five words for the women of @AssetVantage: Brava! You make us better! With gratitude, The other half of #TeamAV. #happywomensday #womenempowered #womeninfintech

"Best is yet to come, won't that be fine? You think you've seen the sun, But you ain't seen it shine" - Frank Sinatra We, at @AssetVantage, are honored to be #celebrating yet another milestone and applaud the collective efforts of each member of team AV that made this possible.

Happy Holidays from everyone at Asset Vantage. We hope your holidays will be filled with joy and laughter through the New Year. #MerryChristmas #Happy2022 #HappyHolidays

Because we live to deliver.. Asset Vantage is the only easy-to-use, transparently priced family-office software that creates real-time views of all assets, liabilities, and cash flow by running performance reporting inside General Ledger. #assetvantage #technology #fedex

Run your family office as you run your business. Experience true transparency with AV. Start your AV trial today. Read more: lnkd.in/eWFQMD-w #assetvantage #fintech #familyoffice #singlefamilyoffice #multifamilyoffice #cpafirms #accountingfirms #trusts #bts

Two variables to watch: Will #Congress pass the tax hike and, if so, when does it become effective? #familyoffice #singlefamilyoffice #multifamilyoffice #cpafirms #familylp #tax #cpa #financeandeconomy #taxplanning #capitalgains #capitalgainstax #fintech

$499 buys a month-long trial of the sweetest orange: Asset Vantage. Start your AV trial now: assetvantage.com/av-pricing/ #familyoffice #singlefamilyoffice #multifamilyoffice #cpafirms #AppleEvent2021 #iPhone13

Wonder, how to equip beneficiaries for active roles in your family limited partnership? Consider “The Gatta Doctrine", by Rita Gatta, CPA. Here is more on the subject from Rita: familyoffice4.com/the-gatta-… #familyoffice #singlefamilyoffice #multifamilyoffice #cpafirms #familylp

Envy their view of liquidity? With @AssetVantage, you needn’t. With AV, all assets come into clear view - liquid and illiquid across all family entities. Get the full picture. Start your Trial today: assetvantage.com #familyoffices @netflix #MoneyHeist #MoneyHeistSeason5

A single source of information, a repository of best practices, and useful insights for family office principals & professionals. Add comfort to your ride with the Family Office Handbook. Get your free copy here: lnkd.in/eXsx4sp #familyoffice #handbook #familyoffices