Asset Vantage

Asset Vantage is a portfolio accounting product from Asset Vantage. Family office platform that joins a general ledger to portfolio performance, explicitly covering CBOR, IBOR and ABOR plus partnership accounting. It is also listed under client reporting, portfolio monitoring and fee billing. Asset Vantage is owned by UNIDEL. Buyside Fintech verified that Asset Vantage lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because Asset Vantage does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about Asset Vantage appear below, and anyone at a firm that uses it can add one.