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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

File your BOI Report quickly and easily with our state-of-the-art software. Designed by licensed attorneys and CPAs, FileForms provides security you can rely on, unmatched support, and solutions tailored to your needs. Effective January 1, 2024, all US and foreign companies that were formed in, or have registered with any of the 50 US states, must comply with new Beneficial Ownership Information (BOI) reporting requirements with the Financial Crimes Enforcement Network (FinCEN), as prescribed by the Corporate Transparency Act (CTA).

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 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

Audience

Family offices seeking a tool offering portfolio reporting without accounting

Audience

Businesses interested in a software solution for easily filing BOI reports

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$199 per year per entity
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 Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

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

Company Information

FileForms
Founded: 2023
fileforms.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
Cappitech

Cappitech

S&P Global Market Intelligence
Prospero Suite

Prospero Suite

FINARTIS
ERA EHS Software

ERA EHS Software

ERA Software Solutions

Categories

Accounting Supported
Family Office Supported
General Ledger Supported
Reporting Supported

Categories

Family Office Supported

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 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

Integrations

Efinity Supported

Integrations

Efinity Not Supported
Claim Asset Vantage and update features and information
Claim Asset Vantage and update features and information
Claim FileForms and update features and information
Claim FileForms and update features and information