The leading & integrated software solution for the Family Offices, Private Investment & Asset Management industry


IT4Wealth® provides ROBUST CAPABILITIES for:

Portfolio management, straight-through Portfolio & Partnership Accounting, aggregated Portfolio & Performance reporting, complex Ownership structures management, prescriptive Asset Allocation modeling & Rebalancing, Portfolio Analytics, Risk management, Benchmarking, Stockholders management with shares transfers, certificates and reporting, embedded CRM with portfolio data, BI & data mining and visualization tools interface, Communications, Time billing & more.

IT4Wealth® was jointly developed by Investment portfolio managers & IT experts specifically for the Family Office & Private Investment industry with portfolios across all asset classes, especially managing Alternative investments.

IT4Wealth® focus is to AUTOMATE & STREAMLINE IN A SINGLE PLATFORM the office's CORE operational, analytical, visualization and reporting capabilities, to keep control of the DATA IN-HOUSE and to be a truly COST-EFFICIENT solution as a standalone or in a best-of-breed environment.



© Copyright 2007-2021  AvantisIT LLC                        ***                                  IT4Wealth® is a Registered Trademark                          ***                                                     ALL RIGHTS RESERVED

​AvantisIT LLC, the developer & proprietor of IT4Wealth® is a New York-based innovative FINTECH, advisory & solutions provider supporting the strategic Information Technology, Operational & Growth needs of Family Offices, Private Investment, Asset Mgt firms and technology-oriented start-ups.