Asset Vantage established a reconciled data foundation to bridge between one operator and the next, inheriting a visible operating picture.

Asset Vantage was founded in 2011 by a family office of a technology group as a next generation, cloud/mobile-based asset management, accounting and reporting system catering to the complex financial needs of customers ranging from individual wealth holders to fully staffed family offices and those professionals that service them. As part of the UNIDEL group, AV shares a common belief: deep knowledge creates better outcomes by transforming complexity into clarity, confidence, and control. The fully configurable software provides comprehensive portfolio reporting, full GL accounting, reconciliation, data aggregation and an analytics platform encompassing all asset classes, currencies and geographies. AV serves hundreds of Single Family Offices, Multi Family Offices and CPA firms across North America, Middle East and India.