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In the News

24th April, 2017

Relative benchmarks work well to evaluate financial products and determine whether your financial advisor is meeting short and medium-term target expectations. However, it is important to keep one eye on the future with an absolute benchmark and to monitor how your wealth survives long-term economic turbulence. Understand benchmarking and make smarter investment decisions with your financial advisors.

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19th April, 2017

Asset Vantage Inc., creators of the most sophisticated cloud/mobile-based asset management, accounting and reporting system on the market, announced today that it has acquired Santa Clara-based Financial Navigator Inc., a leading US provider of integrated general ledger and portfolio tracking software focused on the wealth management market.

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19th April, 2017

Asset Vantage, a Mumbai-based fintech company that offers a SaaS-based investment portfolio management software, has acquired Santa Clara-based software company Financial Navigator, a 30-year-old American firm that also runs a portfolio tracking software focused on the wealth management market.

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19th April, 2017

When asked about our cost of monitoring finances on Excel, most of us would say, “No, it’s free”. We don’t realize that when we use Excel, we waste time trying to consolidate data and can hardly run investment analytics that are required for quality decision-making.

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15th March, 2017

Advance tax assessment is often as much a burden as the tax itself. The main reason for this is scattered data about diverse investments, incomes, and expenses, data which have to be gathered and compiled from multiple sources.

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27th February, 2017

Consolidation is the only way to measure and monitor asset allocation, as well as to measure cumulative exposure and comparative performance across asset classes. It is imperative for a wealth owner to own financial data and stay in complete control.

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27th February, 2017

24% of the world’s UHNW families are in the Asia-Pacific region. But India has less than 100 single family offices, indicating that the bulk of family wealth is still being managed by family patriarchs using multiple advisors and fragmented services.

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16th February, 2017

Events like demonetization have varying impact on different asset classes. However, business families ideally want a holistic view of their entire net worth spread across multiple entities. Herein lies the biggest challenge; consolidation of financial data.

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11th August, 2016

When it comes to managing their own wealth, more often than not, high networth individuals and wealthy business families take a seat of the pants approach! Secondly they usually do not keep records or archive important material that will preserve history and serve to inspire their succeeding generations of managers and workers.

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19th July, 2016

Reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. Here are three measures that a family can take to protect this colossal proportion of heritage from getting squandered away.

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20th June, 2016

While most of us use financial apps to manage financial complexities, most personal financial apps today offer only a subset of features that are required to support comprehensive needs of the savvy investor. Here are five features you should look for while evaluating whether your personal finance app makes the cut.

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29th April, 2016

With the entry of non-traditional online FinTech players and growth of m-banking changing the traditional ways of operations, the Indian users have witnessed an increase in cyber-attacks in recent years.

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27th March, 2016

As technology makes a big-bang entry into personal finance, Asset Vantage, a Mumbai-based firm, has converted this into a business idea. It has come up with a tech-enabled platform that helps high net worth investors track and monitor their family finances.

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moneycontrol

24th April, 2017

Relative benchmarks work well to evaluate financial products and determine whether your financial advisor is meeting short and medium-term target expectations. However, it is important to keep one eye on the future with an absolute benchmark and to monitor how your wealth survives long-term economic turbulence.

Read more
avfinnavlogo2

19th April, 2017

Asset Vantage Inc. announced today that it has acquired Santa Clara-based Financial Navigator Inc., a leading US provider of integrated general ledger and portfolio tracking software focused on the wealth management market.

Read more
economictimes

19th April, 2017

Asset Vantage, a Mumbai-based fintech company that offers a SaaS-based investment portfolio management software, has acquired Santa Clara-based software company Financial Navigator, a 30-year-old American firm that also runs a portfolio tracking software focused on the wealth management market.

Read more
business-insider

19th April, 2017

When asked about our cost of monitoring finances on Excel, most of us would say, “No, it’s free”. We don’t realize that when we use Excel, we waste time trying to consolidate data and can hardly run quality investment analytics.

Read more
FE-logo

15th March, 2017

Advance tax assessment is often as much a burden as the tax itself. The main reason for this is scattered data about diverse investments, incomes, and expenses, data which have to be gathered and compiled from multiple sources.

Read more
BWDisrupt

27th February, 2017

Consolidation is the only way to measure and monitor asset allocation, as well as to measure cumulative exposure and comparative performance across asset classes. It is imperative for a wealth owner to own financial data and stay in complete control.

Read more
FE-logo

27th February, 2017

24% of the world’s UHNW families are in the Asia-Pacific region. But India has less than 100 single family offices, indicating that the bulk of family wealth is still being managed by family patriarchs using multiple advisors and fragmented services.

Read more
entrepreneur-india

16th February, 2017

Events like demonetization have varying impact on different asset classes. However, business families ideally want a holistic view of their entire net worth spread across multiple entities. Herein lies the biggest challenge; consolidation of financial data.

Read more
businessline-logo

11th August, 2016

High networth individuals and wealthy business families, take a seat of the pants approach to managing their wealth. Secondly they usually do not keep records or archive important material that will preserve history and serve to inspire their succeeding generations of managers and workers.

Read more
MoneyToday

19th July, 2016

Reports across the globe suggest that 70% of wealthy families lose their wealth by the second generation and a stunning 90% by the third. Here are three measures to protect this colossal proportion of heritage from getting squandered away.

Read more
Tech2(3)

20th June, 2016

While most of us use financial apps to manage financial complexities, most personal financial apps today offer only a subset of features that are required to support comprehensive needs of the savvy investor.

Read more
expresscomputer-logo

29th April, 2016

With the entry of non-traditional online FinTech players and growth of m-banking changing the traditional ways of operations, the Indian users have witnessed an increase in cyber-attacks in recent years.

Read more
businessline-logo

27th March, 2016

As technology makes a big-bang entry into personal finance, Asset Vantage, a Mumbai-based firm, has converted this into a business idea. It has come up with a tech-enabled platform that helps high net worth investors track and monitor their family finances.

Read more