Business Line

Asset Manager

Our solutions will help you make informed investment decisions, manage risk, attribute performance, and ensure compliance for all your funds.

Multi-Asset Class

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.

Customizable Dashboards

Create custom dashboards to view and understand your risk allocations. Configure any number of dashboards using our ever-growing library of components.

CLO Deal Analysis

Dive into the analytics and relative value metrics of any specific deal. Run valuations and liquidation NAVs. View distributions of collateral across various fields.

Performance Metrics

Attribute performance to different segments of your portfolios. Slice and dice P&L and identify performance outliers.

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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.

Tailored Workflows

Streamlined trade pipeline, including manual or automated review and approval. Define multiple strategies for allocation, tax lot selection, and more.

Excel Integration

Take advantage of Excel by using the Vantage Excel plugin to pull in assets, holdings, trades, and other data warehoused in Vantage.

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Get started with Valitana

Schedule a demo to see how Valitana can help your team. Or contact us by email at