Financial Data Aggregation
Upload and sync investment transactions for simple and accurate data
aggregation across entities, advisors, banks and custodians.
Sync all your financial transactions with our easy-to-use general ledger.
Handle alternate asset class investment such as contributions, capital calls, withdrawals, valuations etc.
View accurate and up-to-date information of your marketable securities which auto refresh the prior day’s closing value.
Record liabilities and manage periodic payments, ensuring a clear picture of true net worth.
Multi-asset class data aggregation supports records of personal assets such as art, jewelry, automobiles, planes and more.
Use the integrated Document Vault to store documents like brokerage statements, trust agreements, reports, invoices, deeds.
Track all types of insurance policies, such as life, property and casualty, with specially designed data fields and reports.
Ensure secure and controlled access to the AV platform through admin role rights.
Tag documents to transactions for better record keeping and easy retrieval.