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AV gets featured in Forbes’ 2022 Family Office Software Roundup

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AV gets featured in Forbes’ 2022 Family Office Software Roundup

It’s a long way to the top, but Asset Vantage is getting there! 2022 ends with a bang for Asset Vantage, as we are featured by Forbes in The 2022 Family Office Software Roundup. This bears witness to AV’s commitment to innovative solutions that are revolutionizing core operations for Family Offices worldwide and disrupting the boundaries of the WealthTech industry.


Software For Family Offices have become more reliable than ever before on technology to run business operations and next-gen owners and employees now expect technology to provide answers to their problems at their fingertips.





Enter Asset Vantage! An intelligent family office software technology platform with integrated performance reporting and general ledger technology that serves global single-and multi-family offices and CPA firms. The AV platform’s functionality provides family offices with comprehensive overviews and insights into their wealth data and full net worth in real-time.

In recognition of the AV’s upward trajectory, we’d also like to thank everyone involved in making Asset Vantage a stand-out solution for family offices and their wealth custodians!

2023 will see Asset Vantage bring more exciting updates and ground-breaking features to the platform!


Over the last two years, we have become more reliable than ever before on technology to run our business operations and organise our daily lives.

This increased reliance has raised also expectations of what solutions can- and should be able to do. To amplify this, the next generation (yep, THEM that everyone in the family office industry has been talking about for years) has started stepping into their family offices, and it’s these next-gen owners and employees that want to up their game and have answers on-demand and at their fingertips.

The big question though is whether tech has kept up with the expectations. The short answer? Kind of. Let’s unpack why that is.

Users’ expectations are created by day-to-day experiences delivered by large tech companies.

Yet, small startups and scale-ups focussed on family offices don’t have the capacity to keep up with this idealistic notion of “what could be” and instead, need to focus on core features

Overall most family office tech vendors are ambitious with good intentions but can sometimes be lacking in talent, track record and experience or even willing customers that can partner with them to raise the game.

All is not lost, however. Through strong client partnerships, it is possible for tech vendors to leverage their client relationships to fuel their development and fund their roadmap while delivering a great and valuable solution to a customer. But to make for smooth partnerships, there is a lot of expectation management needed from tech providers. Most family offices have never had to buy solutions and because of that, so they rely on the vendor to lead and provide relevant information about what their product can and can’t do.


Originally published by: https://www.assetvantage.com/av-gets-featured-in-forbes-2022-family-office-software-roundup/

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