Finding yield while managing duration and risk is challenging. No matter what part of the cap stack you invest in, Valitana has you covered. Discover how our solutions can help you find the right investments and streamline your workflows.
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.
Create custom dashboards to view and understand your risk allocations. Configure any number of dashboards using our ever-growing library of components.
View your current cash balances. Understand your future cash positions based on asset cashflow projections.
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.
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Audit & Security
Changes to client data are tracked and easily traceable. Data is encrypted in Vantage and always transmitted using the latest security protocols
Integrate with numerous data vendors, pricing sources, fund administrators, etc.
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.