We made it to the Forbes 2022 list!
AV is named to Forbes' 2022 Family Office Software Roundup as an intelligent family office technology platform with integrated performance reporting and general ledger technology.
https://t.co/OU4uznkWFU
#forbes#familyoffice#roundup202
How is this even possible?? Clearly she’s a talented artist. But to paint 15 portraits at once is more than art—it’s a miracle! Anyone located near her who can confirm this feat? If valid, she must be encouraged & I’d be pleased to provide a scholarship & other forms of support.
With investments across asset classes, data is consolidated with effort but it’s stale on arrival.
#Assetvantage's award-winning technology solves the problem by giving you a single view of family wealth.
Start your AV trial today: https://t.co/Lkaq6R7TKz
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We are delighted to announce that #AV has been shortlisted for two awards at the Seventh Annual Family Wealth Report Awards 2020 in Outstanding Contribution to Wealth Management #ThoughtLeadership & #Accounting Technology categories.
#assetvantage#unidel#fwrawards2020
Analyze Investment Performance (AIP):
Drexel University's highly educative and informative program (under AICPA guidelines) for CPAs, accountants in family office. Also earn upto 20 CPE credits.
Link: https://t.co/aFRu15RIYJ
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See how you can grow your relationship with HNW families and enhance the services you provide.
Download Whitepaper by AssetVantage.
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#AssetVantage, a SaaS-based integrated accounting & portfolio reporting platform for family offices and their accountants. Meet us at booth #750 at the #AICPAENGAGE conference, Las Vegas.