LGT Wealth India & Asset Vantage Launch Digital Family Office & Portfolio Solution for UHNIs

MUMBAI, India - Aug. 16, 2023 - PRLog -- Mumbai]: LGT Wealth India and Asset Vantage collaborate to launch a groundbreaking Digital Family Office & Portfolio Analytics Solution for UHNIs and private offices. This innovative offering combines integrated accounting data with advanced investment analytics, delivering comprehensive wealth insights.

Key Highlights of the "Digital Family Office" Solution:

Portfolio Consolidation: Streamlines visibility across LGT Wealth India and external accounts.

Advisor Performance Comparison: Compares advisors' performance and industry trends.

Robust Risk Management: Implements risk control parameters and periodic reviews.

Accurate Risk Tracking: Monitors compliance with Investment Policy Statement.

This collaboration offers a unique solution that seamlessly consolidates family office portfolios across diverse accounts and investments. It aggregates wealth and accounting data, providing a holistic view of net worth. The solution ensures Investment Policy adherence and supports external data audits.

By leveraging integrated accounting data, the platform provides deep insights and analytics into investments and financial performance, offering a comprehensive portfolio-level outlook. It facilitates performance comparison and risk assessment for diversified portfolios across various channels.

Atul Singh, MD and CEO of LGT Wealth India said, "The launch of LGT Wealth India Digital Family Office marks a milestone in our commitment to client-centric solutions." Chirag Nanavati, MD of Asset Vantage, India, emphasized the global impact of the collaboration on integrated investment reporting and accounting technology.

LGT Wealth India Brief:

LGT Wealth India, majority-owned by LGT, offers financial services and products, managing assets of CHF 284.7 billion for wealthy individuals and institutions.

Asset Vantage Brief:

Asset Vantage, founded in 2011, is a SaaS technology-based asset management, accounting, and reporting system, empowering better investment decisions globally.

For more information, visit: www.assetvantage.com , https://www.assetvantage.com/request-demo/