Business Line

Family Office

You invest in a variety of asset classes. Track their risk and performance in one easy-to-use platform. Our customizable dashboards will allow you to gain new insights into your portfolios.

Customizable Dashboards

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

Performance Metrics

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

Data Integrations

Integrate with numerous data vendors, pricing sources, fund administrators, etc.

Audit & Security

Changes to client data are tracked and easily traceable. Data is encrypted in Vantage and always transmitted using the latest security protocols

Data Warehousing

Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.

More Features

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