Asset Vantage is a software platform for high net worth families with significant exposure to multiple investments to easily manage their assets.
Essentially how it works is that the head of the family, or the family principal, subscribes to the service and can add other family entities and accounts. The platform is linked to the various assets and accounts. Other family members and financial advisors, auditors and chartered accountants can be given logins and access privileges only to the data that is relevant to them. The front end includes a personal URL with a secure web interface and a mobile application. Cash flows, wealth and asset allocations across time can be tracked with an easy to understand dashboard.