IIFL Wealth LT vs AV PRO

LTFS Wealth displays the complete investment details of the client along with the Market Value, Total Returns and XIRR %. The client shall able to directly call, text, or chat with the respective RM with the features provided in the ‘Profile’ section. RMs can able to track the client’s portfolio asset-class wise and view top 10 client’s AUM. Option to search and view any specific client’s AUM is available. Features, to look the detailed client’s portfolio and to communicate with client, are also provided.

About this app Asset Vantage: The Financial Operating System for Modern Family Offices is built by the Family Office of a technology group, trusted by Family Offices worldwide. Asset Vantage, A UNIDEL Company, was created to produce what it could not find elsewhere: a full and actionable view of its assets and liabilities. AV empowers global families and their trusted advisors to make better informed financial decisions. Powered by integrated general ledger and performance reporting technology, this Financial OS is the backbone for family offices and their advisors. Families without an integrated investment and accounting system typically do not have a comprehensive and consolidated view of their sophisticated wealth to get control of their data. AV is an integrated performance reporting and general ledger technology that is built to provide a consolidated view of a family’s entire net worth. AV is the intelligent technology platform that the families and their trusted advisors need to manage investments, general ledger and financial documents. The technology is intended to be used by single-family offices, multi-family offices and CPA firms globally. What makes AV different? Most platforms are reporting layers. AV is where your financial data actually lives and connects. → Transactions → Accounting → Performance → Insights With AV PRO Mobile, you can: See your complete net worth- instantly A consolidated view across asset classes, and advisors, liquid and illiquid assets across multi-entity structures with ease. Eliminate fragmented reporting No spreadsheets. No data stitching. Everything flows from a single source Make faster, more confident decisions Access real-time performance, exposures, and cash positions Track performance your way Compare returns across portfolios, benchmarks, strategies, and time periods Stay on top of cash, income, and expenses Monitor inflows, outflows, and liquidity across all entities Analyze without rebuilding reports Use dynamic views and filters to answer questions instantly All of this, powered seamlessly by AV PRO Mobile Built for operators. Designed for clarity. AV is trusted by family offices globally to run their financial operations with precision. Integrated General Ledger + Performance Reporting + Documents Multi-entity, multi-asset, multi-currency support Fully configurable reporting views Audit-ready, traceable numbers- from report to transaction Enterprise-grade security to protect your data PRO Mobile App is fully synced with your AV platform- giving you decision-ready insights on-the-go, AV without compromising on depth, accuracy, or control.