The platform handles much of the data, accounting and reporting chores for family offices.

Asset Vantage, an AI-led wealthtech platform built for family offices, has appointed Nicole Eberhardt as global chief executive. Eberhardt previously served as the firm's managing director for North America.

The CEO position is a newly-created one, a spokesperson for Asset Vantage told Family Wealth Report when asked about the matter.

Asset Vantage, part of the UNIDEL Group, operates a software-as-a-service platform combining data aggregation, accounting, portfolio reporting and document management for family offices and their advisors, including CPAs and multi-family offices. Founded in 2011, its platform supports 400 families across 10 countries, with more than $400 billion in assets managed through the system. 

See an article here from our US correspondent, quoting Asset Vantage about family offices' data problems.