Our solutions will help you make informed investment decisions, manage risk, attribute performance, and ensure compliance for all your funds.
Designed to model any asset class. Extensible data warehousing for assets, trades, portfolios, and other entities. Purpose-built modules, workflows, and metrics. Aggregate key metrics across asset classes.
Quickly define restrictions on investable assets, ratings, issuers, and other characteristics. Specify concentration limits using our powerful rules engine. Monitor compliance at trade-time and on an ongoing basis.
Streamlined trade pipeline, including manual or automated review and approval. Define multiple strategies for allocation, tax lot selection, and more.
Take advantage of Excel by using the Vantage Excel plugin to pull in assets, holdings, trades, and other data warehoused in Vantage.
Get started with Valitana
Schedule a demo to see how Valitana can help your team. Or contact us by email at email@example.com.