AV PRO vs AhliMarkets

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.

Overview AhliMarkets App brings professional trading to your phone with a simple, secure interface for both new and experienced investors. Monitor markets, place orders, and manage your portfolio anytime — backed by bank-grade security and local customer support. Key features • Multi-channel trading: Accessible via mobile app (AhliMarkets), and broker-assisted channels. • Real-time execution: Direct integration with MSX trading engine ensures instant trade placement and confirmations. • Portfolio management: Smart dashboards for positions, valuations, performance tracking, and dividend monitoring. • Research & insights: Access to daily/weekly research reports, market news, and technical analysis. • Integrated onboarding: Seamless KYC/AML checks (Mala’a, FATCA/CRS, residency vs nationality validation) with digital account opening. • Settlement & custody: Automated post-trade settlement with MCD, plus custody/trust account features. • Margin trading: Optional leverage for eligible clients, with automated risk management and collateral monitoring. • Single Sign-On (SSO): Secure authentication with multi-factor verification and seamless access for individual users. • Continuous roadmap: Planned enhancements include international trading with access to multiple global markets, a fully integrated web trading platform, dedicated corporate and institutional trading access, and advanced analytics. Security & support • Secure login with multi-factor authentication and industry-standard encryption to protect your account. • Dedicated local customer support and in-app help center for account, trading and funding questions. Why customers choose Ahli Market App? • Trusted bank custody and local regulatory compliance. • Easy onboarding for existing bank customers