Maintaining compliance with investment guidelines and evolving regulations is challenging. Streamline this process using our solutions.
Quickly define restrictions on investable assets, ratings, issuers, etc. Define concentration limits with user-defined logic within portfolios. Monitor compliance on an ongoing basis.
View your current holdings and cash positions in real-time. Load past holdings as of any date.
Quickly evaluate portfolio capacities and any restrictions for your trade ideas.
Changes to client data are tracked and easily traceable. Data is encrypted in Vantage and always transmitted using the latest security protocols.
Schedule a demo to see how Valitana can help your team. Or contact us by email at firstname.lastname@example.org.