Asset Vantage Systems Pvt.

Asset Vantage has built a powerful technology to empower wealth owners manage their entire wealth seamlessly - by consolidating both Financial & Investment data in a single platform.Data is integrated with live market feed to help track net-worth movement on a real time basis. Our revolutionary technology aggregates data, helps analyze markets & portfolio performance, automates investment accounting and manages the investment process. Asset Vantage technology is especially for HIGH NET-WORTH INDIVIDUALS (HNWI), SINGLE & MULTI-FAMILY OFFICES, CORPORATE TREASURIES and WEALTH ADVISERS.

Chirag Nanavati

Founder and Managing Director

Robin Williams

Managing Director

1 past transactions

Financial Navigator

Acquisition in 2017

Financial Navigator has provided accounting and financial software to hundreds of single-family offices, multi-family offices, CPA firms and trust and estate managers, among other customers. The end-to-end software enables clients to aggregate data from multiple managers and reporting entities, analyze investment performance and risk, prepare financial statements and consolidated reports, and confidentially share selected information with financial advisors.

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