Asset Vantage

What Asset Vantage is

Asset Vantage is a paid investment management platform for multi-asset portfolios, including alternative assets. It provides performance reporting, allocation analysis, risk analysis, and tax-lot tracking. The service is available on the web, iOS, and Android, giving users several platform options for reviewing their portfolios. Its plans include AV Aspire, with 10 dashboards, and AV PRO, which supports up to five entities; neither plan has a listed price. The single-family-office plans specify entity capacities and annual pricing: SFO - 10 Entities costs $30,000 a year, SFO - 20 Entities costs $43,200 a year, and SFO - 30 Entities costs $55,200 a year. The product has no free plan. Asset Vantage was founded in 2011 and is headquartered in Mumbai, India. Buyers can assess the listed dashboard or entity capacity alongside the portfolio analysis functions when considering which plan fits their needs.

Who it suits

Asset Vantage may suit investors or organizations managing multi-asset portfolios, including alternative assets, who need performance, allocation, risk, and tax-lot analysis. The listed plans also give single-family offices options organized by entity count.

Getting started

1. Open https://www.assetvantage.com/.
2. Choose among AV Aspire, AV PRO, or a single-family-office plan based on its listed capacity.
3. Use the web, iOS, or Android platform.

Verdict

Consider Asset Vantage if you need multi-asset investment reporting and analysis, including tax-lot tracking, and its entity or dashboard capacities match your needs. Look elsewhere if you require a free plan or need a listed price for AV Aspire, AV PRO, or SFO - 30+ Entities before evaluating options.