Asset Vantage vs. Dataccuity Comparison


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About Purpose built to provide a consolidated view of a family’s entire net worth. A family office software that offers portfolio reporting without accounting, presents an inadequate view of financial health. We live in a world where U-HNW principals don’t wait for end-of-quarter to ask, “How am I doing?” Where overleveraged real estate doesn’t wait for end-of-month to hemorrhage cash. Where the need to harvest a loss to offset short-term capital gains doesn’t wait for year-end. And where liquidity demands rarely defer to investment timing. In this real-time, data-driven world, financial data that isn’t aggregated, accounted, reconciled, and reported same-day goes stale overnight. Single Family Offices face a unique set of accounting and financial reporting challenges. Our integrated general ledger and portfolio reporting software can help your office run smoothly and efficiently.	About We help you consolidate data from all of your tools, applications, and databases—we are data agnostic. No need to learn a new reporting language. Consolidate data from multiple sources into an Excel report at the click of a mouse. Your customized solution would be ready in weeks, not months. We do all of the heavy lifting while you concentrate on your job. Data can be imported into the Dataccuity central repository from any source. We can host your data in the cloud or in your existing on-premise environment. Eliminate reporting errors through our streamlined data integration product. This allows you to make accurate decisions faster with accurate data. You like to see your data in your own way—we’ll be the lens for you to look through so that you can view everything how you need to for your business.
Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Supported Mac Not Supported Linux Not Supported Cloud Not Supported On-Premises Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Family offices seeking a tool offering portfolio reporting without accounting	Audience Reporting solution for companies
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing No information available. Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information Asset Vantage Founded: 2011 United States www.assetvantage.com	Company Information Dataccuity Founded: 2015 United States www.dataccuity.com
Alternatives FundCount FundCount Americas	Alternatives XLReporting
The Archway Platform SEI Family Office Services	Vivid Reports
Asseta Asseta.ai	EMAsphere
SS&C Family Office Services SS&C Technologies	Velixo
Prospero Suite FINARTIS View All	CCH Tagetik Wolters Kluwer View All
Categories Accounting Supported Family Office Supported General Ledger Supported Reporting Supported	Categories Budgeting Supported Reporting Supported
Reporting Features Customizable Dashboard Not Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Not Supported Marketing Reports Not Supported OLAP Not Supported Report Export Supported Sales Reports Not Supported Scheduled / Automated Reports Not Supported Show More Features Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Not Supported CPA Firms Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Supported Fund Accounting Supported General Ledger Not Supported Government Not Supported Multi-Currency Not Supported Nonprofits Not Supported Payroll Management Not Supported Project Accounting Supported Purchase Orders Not Supported Tax Management Not Supported	Reporting Features Customizable Dashboard Supported Data Source Connectors Supported Drag & Drop Supported Drill Down Supported Email Reports Not Supported Financial Reports Supported Forecasting Supported Marketing Reports Supported OLAP Not Supported Report Export Supported Sales Reports Supported Scheduled / Automated Reports Not Supported Show More Features Budgeting Features "What If" Scenarios Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Supported Version Control Supported
Integrations Efinity Supported Microsoft Excel Not Supported View All 1 Integration	Integrations Efinity Not Supported Microsoft Excel Supported View All 1 Integration
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