Asset Vantage
General ledger accounting and performance reporting for family offices
- Family offices
- RIAs
Family-office technologySubscription
1fs Wealth is a London-based platform that brings a family's assets, legal entities, documents and contacts into a single record. It is sold to individuals and single-family offices, to multi-family offices managing several families and SPVs across jurisdictions, and to banks, wealth managers and trust companies that want to give relationship managers and clients a fuller view of holdings. Read the 1fs Wealth profile.
General ledger accounting and performance reporting for family offices
Family-office technologySubscription
Wealth aggregation and reporting platform for family offices and wealth owners
Family-office technologyCustom quote
Data aggregation, reporting and accounting software for family offices
Family-office technologyTiered
Multi-entity general ledger, bill pay and reporting software for family offices and RIAs
Family office ERP software with accounting, reporting and AI tools
Family-office technologyCustom quote
Private and alternative investment tracking platform for family offices, investment groups and individual investors
Family-office technologyCustom quote
Swiss legal entity and structure-chart management software for family offices and their advisors
Family-office technologyCustom quote
Portfolio reporting and document software for family offices and RIAs
Family-office technologyCustom quote
Accounting and investment reporting software for family offices and funds
Family-office technologySubscription
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.