For hedge funds and asset managers, Vantage provides a current view of performance, holdings, cash, and exposure, so you can prepare accurate LP reports, explain portfolio changes, and respond to investor questions with confidence in the underlying data.
Investor relations teams at hedge funds and asset managers depend on accurate portfolio data to report performance to LPs. When teams pull that information from different sources or have other teams prepare it, reporting takes longer and creates more opportunities for inconsistencies.
Vantage gives IR teams access to current and historical portfolio data in one environment, making it easier to prepare reports, investigate changes, and respond to LP questions without relying on static reports alone.
“Valitana has greatly enhanced and stratified our systems by offering a wealth of CLO data that is easily digestible through both a modern web interface and programmatic APIs. The breadth of the options available for analysis, along with the very attentive service and communication from Valitana directly, has greatly benefited our investment process.”
Portfolio Manager
Hedge Fund
"Having used various OMS/PMS systems throughout my career, Vantage stands clearly above the rest in terms of practicality and ease of use. After switching to Vantage from [large OMS/PMS provider], the investment team has all of the tools to assess risk and exposures, while finance, operations and compliance have complete access to ensure back office controls and procedures are met. The Vantage team is always responsive to our needs. It’s extremely rare to have a support team that’s on Bloomberg, always knowledgeable and helpful."
Portfolio Manager
Hedge Fund
"Valitana helps streamline many of the daily functions a trading desk carries out by putting massive amounts of data into an easily digestible interface. The platform allows us to extract key minerals from the daily firehose of BWICs which helps us arm our clients with necessary information needed to properly make CLO investment decisions. The user face and flexibility of the API also enable us to provide bespoke solutions on a daily basis."
Managing Director
Structured Products, Broker/Dealer
As portfolios grow and workflows become more complex, manual processes become harder to sustain. Valitana Vantage provides an investment operations platform with the real-time data, automated reconciliation, configurable workflows, and compliance controls teams need to scale efficiently.
Modernize your investment operations today and build an infrastructure ready for what comes next with Valitana Vantage.
