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.
Create custom dashboards to view and understand your risk allocations. Configure any number of dashboards using our ever-growing library of components.
Attribute performance to different segments of your portfolios. Slice and dice P&L and identify performance outliers.
Integrate with numerous data vendors, pricing sources, fund administrators, etc.
Changes to client data are tracked and easily traceable. Data is encrypted in Vantage and always transmitted using the latest security protocols
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.
Schedule a demo to see how Valitana can help your team. Or contact us by email at firstname.lastname@example.org.