AV PRO
Family Office Reporting
Free · Designed for iPad
Asset Vantage is a next generation SaaS technology-based asset management, accounting, and reporting system catering to the highly demanding needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that serve them. Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.
Our fully configurable family office software platform provides financial data aggregation across all asset types, an integrated general ledger for accounting/reconciliation and comprehensive portfolio reporting/analytics across all asset classes, currencies, advisors, and geographies. We are a unified software solution to help family offices operate like a business.
The AV PRO Mobile App, which is fully synced with your AV PRO license provides comprehensive financial insights on-the-go.
Why choose AV PRO Mobile App?
-Get a complete view of your net worth
-Track the total market value of your assets on a monthly, quarterly, or yearly basis.
-Easily compare the return on your assets against the benchmark of your choice.
-Compare aggregate performance across asset classes, strategies, advisors, accounts and other custom groupings.
-View your cash balance.
-Track income from all sources.
-Monitor expenses across defined groupings and categories.
-Build personalized reporting views
-Create multiple views of a widget using various filters and bookmark your favourite widgets for easy access upon login.
-Configure, copy, and delete views as needed, and organize them with a simple swipe.
-Privacy, you’ve come to expect
-Browse the app confidently with advanced security features that protect your data round the clock.
-Experience superfast and hassle-free login using biometric authentication.
-Add an extra layer of protection by masking confidential absolute numbers using the “Stealth” mode.
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This release introduces enhancements to DocumentVault along with important updates to the Single Sign-On (SSO) authentication flow. These changes aim to improve security, usability, and overall access reliability.
The developer, Asset Vantage Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Used to Track You
The following data may be used to track you across apps and websites owned by other companies:
- Location
- Contact Info
- Usage Data
- Diagnostics
Data Linked to You
The following data may be collected and linked to your identity:
- Location
- Contact Info
- Usage Data
- Diagnostics
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Asset Vantage Inc
- Size
- 43.4 MB
- Category
- Finance
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- © Asset Vantage Systems Private Limited