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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

Our free AI 1031 expert is trained on 8,000+ US tax documents and can answer anything related to 1031 exchanges. Understand the amount of capital gains you can defer and what you can afford in your exchange. Tell us about your exchange and we'll instantly match you with the right 1031 professional to support your needs. Real estate investors can use a 1031 exchange to avoid paying capital gains taxes on the sale of a property. In a 1031 exchange, the amount of capital gains that are deferred or taxable is based on the specifics of the transaction. To understand how much of your capital gains can be deferred when exchanging real estate, enter the details for all of the properties you’re selling and buying. Fully researched answers to your most complex tax questions. The best way to manage a 1031 exchange.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Family offices seeking a tool offering portfolio reporting without accounting

Audience

Real estate investors and lenders wanting a tool to get instant, accurate tax and accounting answers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Asset Vantage
Founded: 2011
United States
www.assetvantage.com

Company Information

Deferred.com
www.deferred.com

Alternatives

FundCount

FundCount

FundCount Americas

Alternatives

The Archway Platform

The Archway Platform

SEI Family Office Services
Asseta

Asseta

Asseta.ai
SS&C Family Office Services

SS&C Family Office Services

SS&C Technologies
Prospero Suite

Prospero Suite

FINARTIS

Categories

Categories

Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
Cash Management
CPA Firms
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting Features

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Integrations

Efinity

Integrations

Efinity
Claim Asset Vantage and update features and information
Claim Asset Vantage and update features and information
Claim Deferred.com and update features and information
Claim Deferred.com and update features and information