Business Role

Investor Relations

Communicating your value proposition to investors requires readily available key performance metrics. Have them at your fingertips using our solutions.

Customizable Dashboards

Create custom dashboards that present unique perspectives on your investors' portfolios. Configure any number of dashboards using our ever-growing library of components.

Real Time View of Positions

View your current holdings and cash positions in real-time. Load past holdings as of any date.

Excel Integration

Create powerful visualizations by using the Vantage plugin to import investor portfolios, data, and analytics into Excel.

More Features

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