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Robin Williams Email
Managing Director . Asset Vantage
Stamford, CT
Locationr*************@assetvantage.com
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Employees:
86Revenue:
$12MAbout
Asset Vantage was established in response to the proprietary needs of an international single family office in 2011. We have created a next generation SaaS-based asset management, accounting and reporting system catering to the complex and discreet financial needs of customers ranging from DIY high net-worth individuals to fully staffed family offices. Today in its second generation, our cost-efficient and wholly integrated software platform is creating a paradigm shift in the wealth management industry by enabling better control and decision making for our customers and their advisors. Stemming from an automated dual-entry general ledger system, the web and mobile based technology provides household and account level views, fully configurable portfolio reporting and reconciliation, data aggregation and analytics tools across all liquid/illiquid asset classes, multiple currencies and tax jurisdictions.Asset Vantage Address
Suite 201Stamford, CT
United States