About this app
Asset Vantage: The Financial Operating System for Modern Family Offices is built by the Family Office of a technology group, trusted by Family Offices worldwide.
Asset Vantage, A UNIDEL Company, was created to produce what it could not
find elsewhere: a full and actionable view of its assets and liabilities.
AV empowers global families and their trusted advisors to make better informed
financial decisions.
Powered by integrated general ledger and performance reporting technology, this Financial
OS is the backbone for family offices and their advisors.
Families without an integrated investment and accounting system typically do not have a
comprehensive and consolidated view of their sophisticated wealth to get control of their
data.
AV is an integrated performance reporting and general ledger technology that is built to
provide a consolidated view of a family’s entire net worth. AV is the intelligent technology
platform that the families and their trusted advisors need to manage investments, general
ledger and financial documents.
The technology is intended to be used by single-family offices, multi-family offices and CPA
firms globally.
What makes AV different?
Most platforms are reporting layers.
AV is where your financial data actually lives and connects.
→ Transactions → Accounting → Performance → Insights
With AV PRO Mobile, you can:
See your complete net worth- instantly
A consolidated view across asset classes, and advisors, liquid and illiquid assets across multi-entity structures with ease.
Eliminate fragmented reporting
No spreadsheets. No data stitching. Everything flows from a single source
Make faster, more confident decisions
Access real-time performance, exposures, and cash positions
Track performance your way
Compare returns across portfolios, benchmarks, strategies, and time periods
Stay on top of cash, income, and expenses
Monitor inflows, outflows, and liquidity across all entities
Analyze without rebuilding reports
Use dynamic views and filters to answer questions instantly
All of this, powered seamlessly by AV PRO Mobile
Built for operators. Designed for clarity.
AV is trusted by family offices globally to run their financial operations with precision.
Integrated General Ledger + Performance Reporting + Documents
Multi-entity, multi-asset, multi-currency support
Fully configurable reporting views
Audit-ready, traceable numbers- from report to transaction
Enterprise-grade security to protect your data
PRO Mobile App is fully synced with your AV platform- giving you decision-ready insights on-the-go, AV without compromising on depth, accuracy, or control.
Ratings & Reviews
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Networth Report
Version 06.16.51
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 Linked to You
The following data may be collected and linked to your identity:
Location
Contact Info
Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Usage Data
Diagnostics
Privacy practices may vary based, for example, on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
Provider
Asset Vantage Inc
Size
57.6 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.
