IT4Wealth® tackles your Investment Portfolio, Analytics & Reporting challenges

Having challenges aggregating & reporting investment and performance at multiple levels?

Handling your portfolios with disparate systems? Still using Excel?

Are your portfolios invested in Alternatives?

Do your portfolios have complex ownership structures?

Do you need to report Performance (actual & estimated)?

Do you handle multiple custodians, Hedge Fund managers, brokers & other data sources?

Are you seeking true Portfolio & Partnership Accounting?

Does your team conduct Managers Due Diligence?

Do you need strong Portfolio prescriptive Analytical & Risk Mgt tools?

Does your firm have special needs?

Why IT4Wealth®?

Proven ROI & Value Creation

You have come to the right place. Our clients define IT4Wealth® as ROBUST, INTEGRATED, NON-INTRUSIVE, COST-EFFICIENT, HIGHLY CUSTOMIZABLE, FLEXIBLE.

IT4Wealth® - STANDALONE solution OR in BEST-OF BREED environments.

IT4Wealth® - TRUE PARTNER: additional process automation through customized capabilities embedded in the system.

IT4Wealth® - SOUND CHOICE: Robust, Cost-efficient, Integrated.

© Copyright 2007-2019 AvantisIT LLC                        ***                                  IT4Wealth® is a Registered Trademark                          ***                                                     ALL RIGHTS RESERVED

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

IT4Wealth® - Functionality at glance:

     * Portfolio Management & aggregated Performance Reporting

             * Portfolio prescriptive Analytics, Modeling, Re-balancing, Benchmarking

    * Risk Measurement, Managers Due Diligence

               * Portfolio Data Aggregation

                * General Ledger capabilities

          * True Portfolio & Partnership Accounting

            * Securities /Fund of Fund automatic pricing

         * Stockholders, shares transfers & certificates management

          * Custodians, Administrators & Other sources interface

* CRM;  Communications

* Data mining & Business Intelligence tools interface

* Document/Email mgt, Time reporting & Billing, more