Archive
Recorded on December 15, 2022
Show Summary
Asset Vantage is purpose built to provide a consolidated view of a family’s entire net worth through its performance reporting & general ledger on demand. Harmonate provides SaaS based solutions which enable scale and efficiency for the middle and back office functions of funds and fund administrators
About the Moderator
Erin Hulse, Founder & CEO, Deviate Consulting
Erin Hulse is the Founder of Deviate Consulting, LLC, which focuses on software selection, implementation, and accounting services for single and multi-family offices. Erin is a financial and software professional with a diverse background in the alternative investment and private wealth space, including time spent with Plante Moran, Bank of America, and SEI/Archway Family Office Services. Ms. Hulse has been managing Deviate Consulting since 2015 and is based in Indianapolis, IN.
About Asset Vantage
Represented by Chirag Nanavati, Managing Director, Asset Vantage
Asset Vantage (AV), founded in 2011, is a next-gen technology platform that automates performance reporting and accounting to create a real-time, consolidated, and reconciled view of a family’s entire net worth. We build award-winning global SaaS technology to empower families to make better investment decisions with a complete picture of their wealth.
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Our fully configurable software provides comprehensive portfolio reporting; an integrated general ledger for accounting, reconciliation, and data aggregation; and an analytics platform that encompasses all asset classes, currencies, advisors, and geographies.
More than 350 of the world’s wealthiest families, representing combined assets of over $125 Billion in value, use our platform. We serve them through single-family offices, multi-family offices, CPA firms, and directly. AV has the distinction of being the only platform that’s truly global serving users across the Americas, UK, Middle East and Asia.
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About Chirag
Chirag Nanavati is part of the founding team of Asset Vantage and leads its business operations including global product management and customer success programs. Chirag holds an MBA from the University of North Carolina at Chapel Hill, USA and a BS in Computer Science from Michigan Tech University, USA.
About Harmonate
Represented by Kevin Walkup, CEO, Harmonate
Harmonate is a SaaS based technology that automates middle and back office operational workflows for the alternative asset industry including; fund administrators, institutional investors, capital allocators, asset servicing firms, and wealth managers. Harmonate's technology leverages machine learning to automate the data extraction, contextualization, and digitization from alternative documentation.
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Harmonate's configurable architecture is designed to automate your highly manual and tedious processes, integrate with your existing tech stack, and accelerate the modernization of your operations. With Harmonate, clients access hard to reach data to enhance transparency, increase operational efficiencies, and ensure exceptional data quality control.
