Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Sage Intacct Reviews & Ratings
    8,176 Ratings
    Company Website
  • CBT Nuggets Reviews & Ratings
    485 Ratings
    Company Website
  • Gravity Software Reviews & Ratings
    45 Ratings
    Company Website
  • Procare Reviews & Ratings
    3,516 Ratings
    Company Website
  • Fixed Asset Pro Reviews & Ratings
    214 Ratings
    Company Website
  • WaitWell Reviews & Ratings
    186 Ratings
    Company Website
  • D&B Connect Reviews & Ratings
    189 Ratings
    Company Website
  • Viktor Reviews & Ratings
    17 Ratings
    Company Website
  • Rent Manager Reviews & Ratings
    982 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,550 Ratings
    Company Website

What is Asset Vantage?

Family office software designed to deliver a holistic view of a family's total net worth can fall short if it emphasizes only portfolio reporting without adequate accounting, resulting in an incomplete understanding of financial health. In the current rapid-paced financial world, ultra-high-net-worth individuals are no longer inclined to wait until the end of a quarter to assess their financial condition. They face the pressing need to act swiftly when over-leveraged properties threaten to deplete their resources before the month closes, or when immediate actions are required to realize losses to offset short-term capital gains as the year draws to a close. Moreover, the timing of liquidity needs rarely coincides with the best investment opportunities, highlighting the importance of having timely access to financial insights. In this environment where data informs decisions, financial information that isn't consistently aggregated, accounted for, reconciled, and reported on the same day quickly loses its relevance. Single Family Offices face unique hurdles in managing accounting and financial reporting, yet these challenges can be effectively addressed through our integrated general ledger and portfolio reporting software, which simplifies operations and boosts efficiency. By leveraging our innovative solution, family offices can ensure they obtain timely insights into their financial circumstances, allowing them to stay proactive in an ever-evolving market. This capability not only helps them respond to immediate financial demands but also positions them for long-term success.

What is AccountBerry?

Discover an exceptionally user-friendly interface that improves your workflow while retaining a sense of familiarity. You can be confident that obstacles will not impede your progress, as we provide EPVs to support you with any transaction entries. Our automated year-end closing wizard simplifies the closing process, making it a breeze. Improve transaction organization by creating specific categories for departments or projects, which allows for precise filtering. Transferring company plans and ownership is just a few clicks away, ensuring ease of use. Importing or exporting your data in CSV format can be done effortlessly, without the need for complex conversions. We aim to optimize business processes, enabling users to save valuable time on tasks while keeping essential insights at their fingertips. We take great pride in being the most delightful accounting software available. Ultimately, the blend of simplicity and powerful features in our accounting platform offers an unparalleled user experience. Enjoy seamless management of year-end closings and the effortless transfer of company subscription ownership, all tailored to meet your specific requirements. With these tools at your disposal, you can focus on what truly matters in your business.

Media

Media

Integrations Supported

Efinity

Integrations Supported

Efinity

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$5.00/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Asset Vantage

Date Founded

2011

Company Location

United States

Company Website

www.assetvantage.com

Company Facts

Organization Name

Coquinteractive

Date Founded

2018

Company Location

Puerto Rico

Company Website

www.accountberry.com

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Popular Alternatives

FundCount Reviews & Ratings

FundCount

FundCount Americas

Popular Alternatives

Adagio Ledger Reviews & Ratings

Adagio Ledger

Softrak Systems
The Archway Platform Reviews & Ratings

The Archway Platform

SEI Family Office Services
Asseta Reviews & Ratings

Asseta

Asseta.ai
Write-Up Reviews & Ratings

Write-Up

TJPS Software
SS&C Family Office Services Reviews & Ratings

SS&C Family Office Services

SS&C Technologies