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.
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.