AV PRO
財經
免費 · 專為 iPad 設計。尚未針對 macOS 驗證。
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.
更多 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.
06.16.20 1月4日
• Cumulative Income & Expenses: Track cumulative income and expense totals across various periods for a clear and consolidated financial view.
• Cash Flow Projections for Fixed Income: Project upcoming payout and maturity liquidity for up to 24 periods across Fixed Income instruments (Bonds, Deposits, Corporate Deposits etc.)
06.16.18 2025/08/15
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.16.17 2025/06/28
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.13.04 2025/04/26
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.12.04 2025/04/19
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.11.04 2025/04/10
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.11.00 2025/04/03
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.10.00 2025/04/01
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.09.00 2025/03/25
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.08.00 2025/03/21
• All-new, intuitive UI/UX for effortless navigation
• Bookmark multiple views of widgets in the “Favorites” section for quick access
• Get 360° view of your portfolio performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask absolute numbers for discrete data review
06.07.00 2025/03/19
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
06.06.00 2025/03/19
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
06.05.00 2025/03/13
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
05.01.01 2025/01/24
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
05.01.00 2025/01/16
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.9 2024/12/19
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.8 2024/12/18
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.7 2024/12/17
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.4 2024/12/11
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.3 2024/12/10
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.2 2024/12/07
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.9.1 2024/12/06
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.8.0 2024/12/03
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.6.0 2024/12/01
• All-new, intuitive UI/UX for effortless navigation
• Configure multiple views of your favorite widgets for quick access
• Get 360° view of your performance with drill-down into strategies and more
• Track income and expenses
• View your cash balances over time
• Stealth mode to mask confidential and private information
• Access documents in the Document Vault
4.5.0 2024/11/23
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.
更多 版本 06.16.20 1月4日
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