Asset Vantage
The facts below are what the maker publishes about Asset Vantage, checked and dated. Our editors have not written about it yet.
Plans and prices
From Asset Vantage's own pricing page, checked 20 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| AV Aspire | — | 10 dashboards |
| AV PRO | — | Up to 5 entities |
| SFO - 10 Entities | $30,000 a year | 10 entities · Billed annually |
| SFO - 20 Entities | $43,200 a year | 20 entities · Billed annually |
| SFO - 30 Entities | $55,200 a year | 30 entities · Billed annually |
| SFO - 30+ Entities | — | 30+ entities |
The facts
Each one read from Asset Vantage's own pages, with the date it was checked.
What it does
- Allocation analysis
- Yeschecked 20 Sep 2026
- Asset class coverage
- multi_asset_alternativeschecked 20 Sep 2026
- Performance reporting
- Yeschecked 20 Sep 2026
- Risk analysis
- Yeschecked 20 Sep 2026
- Tax-lot tracking
- Yeschecked 20 Sep 2026
The company
- Founded
- 2011checked 28 Sep 2026
- Headquarters
- Mumbai, Indiachecked 28 Sep 2026
Money
- Free plan
- Nochecked 20 Sep 2026
Alternatives to Asset Vantage
- 1
FundCount
AndroidiOSWebAPI7.6From $4,000 a year - 2
Dynamo CRM & Deal Management
AndroidiOSWebAPI7.3From $1 a year - 3
Enfusion
iOSWebLinuxmacOS6.8 - 4
Orion Portfolio Accounting
AndroidiOSWebAPI6.8From $13,000 a year - 5
Juniper Square
AndroidiOSWebAPI6.6 - 6
FinFolio
AndroidiOSWebAPI6.5