Asset Vantage (AV), a leading SaaS technology-based asset management and accounting solution, is thrilled to announce its integration with BILL (formerly known as Bill.com), a cloud-based accounts payable (AP) solution. This integration brings automation and efficiency to AP processes for AV's ultra-high net worth (UHNW) clients, enhancing their financial management capabilities.

With the AV and BILL integration, clients can seamlessly transfer AP data from BILL to AV, eliminating the need for manual data entry and streamlining the entire process. The transactional data is automatically categorized into the appropriate general ledger and entity within AV's platform, reducing the risk of errors and saving valuable time.

One of the key advantages of using BILL is its ability to streamline payment workflows, including approval flow processes and electronic payment options. Clients can easily manage and track payments, ensuring a smooth and efficient AP process. By leveraging BILL's robust features, clients can enhance their financial operations and minimize manual intervention.

Chirag Nanavati, Managing Director at Asset Vantage, explains the benefits of the integration, saying, "We have brought Bill in to tighten up AP loose ends. It adds layers of security to AP, enforces review and approval workflows, limits access to bank accounts, and provides an audit trail. These things can’t happen if you’re using paper checks or sharing bank account credentials." The integration enhances security, reduces the risk of fraud, and ensures a transparent and auditable AP process.

One of the key priorities of Asset Vantage is the security and protection of client data. With the integration, clients can rest assured that their financial information is well-guarded. BILL incorporates multi-factor authentication and personal account information masking, adding an extra layer of security to safeguard sensitive client data.

Asset Vantage in brief

Asset Vantage, founded in 2011 by a family office and technology group, has emerged as a trusted global platform serving clients across the Americas, UK, Middle East, Asia, and Oceania. Its comprehensive suite of tools and features caters to the complex financial needs of clients, ranging from individual wealth holders to fully staffed family offices.

The core vision of Asset Vantage is to empower families and their trusted advisors to make informed investment decisions by providing a complete picture of their wealth. With its robust platform, AV offers clients a holistic view of their wealth ecosystem, integrating portfolio management, accounting, and reporting functionalities in one centralized location.

In addition to its integration with BILL, Asset Vantage offers a range of features and benefits that make it the preferred choice for family offices. Its advanced reporting and analytics capabilities provide deep insights into portfolio performance, risk analysis, and asset allocation. The software is highly scalable and flexible, accommodating the unique needs of family offices as they grow and evolve.



Asset Vantage prides itself on delivering exceptional client service. Its team of experts provides comprehensive support, training, and ongoing assistance to ensure a smooth implementation and optimal utilization of the software. With a strong track record of successful implementations and satisfied clients, Asset Vantage has established itself as a trusted partner in the family office industry.

The integration between Asset Vantage and BILL brings automation, efficiency, and enhanced security to AP processes for UHNW clients. By leveraging the strengths of both platforms, clients can streamline their financial operations, reduce manual effort, and ensure the utmost security for their financial data. Asset Vantage remains committed to empowering families and their trusted advisors with a comprehensive wealth management solution that caters to their unique needs and supports informed investment decisions. The integration between Asset Vantage and BILL represents a significant milestone for UHNW clients seeking to optimize their accounts payable processes. By harnessing the power of automation, efficiency, and enhanced security, this integration revolutionizes how clients manage their financial operations.

Our vision is to empower families and their trusted advisors to make better investment decisions with a complete picture of their wealth.

AV has the distinction of being the only truly global platform serving clients across the Americas, UK, Middle East, Asia, and Oceania.



Your contact:

Abhay Gala| Manager Marketing, Asset Vantage Inc.| www.assetvantage.com