Asset Vantage

assetvantage.com

WebiOSAndroid

Spec score 7.4 #14 of 24 in Family Office Software

Spec sheet

Free plan: NoRead 20 Sep 2026 · assetvantage.com
Headquarters: Mumbai, IndiaRead 28 Sep 2026 · assetvantage.com
Founded: 2011Read 28 Sep 2026 · assetvantage.com
Allocation analysis: YesRead 20 Sep 2026 · assetvantage.com
Asset class coverage: multi_asset_alternativesRead 20 Sep 2026 · assetvantage.com
Performance reporting: YesRead 20 Sep 2026 · assetvantage.com
Risk analysis: YesRead 20 Sep 2026 · assetvantage.com
Tax-lot tracking: YesRead 20 Sep 2026 · assetvantage.com

AV Aspire Price not published 10 dashboards Read 20 Sep 2026 · assetvantage.com

AV PRO Price not published Up to 5 entities Read 20 Sep 2026 · assetvantage.com

SFO - 10 Entities $30,000 a year Billed annually 10 entities Read 20 Sep 2026 · assetvantage.com

SFO - 20 Entities $43,200 a year Billed annually 20 entities Read 20 Sep 2026 · assetvantage.com

SFO - 30 Entities $55,200 a year Billed annually 30 entities Read 20 Sep 2026 · assetvantage.com

SFO - 30+ Entities Price not published 30+ entities Read 20 Sep 2026 · assetvantage.com

Ginkgo From $1,000/mo · Free plan 8.7 Visit

FundCount From $333.33/mo 8.6 Visit

Addepar 8.2 Visit

Asora From $300/mo 8.2 Visit

Canopy From $1,250/mo 7.9 Visit

AtlasFive 7.8 Visit

Elysys 7.8 Visit

Asseta 7.7 Visit