Operations
Operating effectively in complex markets requires your team to run like a well-oiled machine. Decrease friction and increase velocity with our solutions.
Operational Efficiency
Collaborate in real-time. Updates made by one team member are immediately visible to others in the team. Data on the screen is automatically refreshed.
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caa08e97047b1_16_Vantage_workflow.png)
Tailored Workflows
Customizable pipelines for trades and investments, with multi-level reviews and manual or automated approvals.
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caa6f3e70478e_8_Vantage_TailoredWorkflows.png)
Compliance
Automatically run compliance rules as part of the trade workflow. Determine instantly whether a trade has passed compliance rules.
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caa03c47047c2_1_Vantage_PortfolioCompliance.png)
Excel Integration
Take advantage of Excel by using the Vantage Excel plugin to pull in assets, holdings, trades, and other data warehoused in Vantage.
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caa5429704813_14_Vantage_Excel_Integration.png)
More Features
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caa82417047a0_10_Vantage_ReportingNotifications.png)
Reporting Feeds
Create reporting feeds to counterparties, custodians, fund administrators, and other parties.
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caafec4704740_5_Vantage_DataWarehousing.png)
Data Warehousing
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.
![](https://cdn.prod.website-files.com/62d07246b90caa9a5e7046fb/62d07246b90caa5b2e704815_5_v2_Vantage_DataWarehouse_Source.png)
Data Integrations
Integrate with numerous data vendors, pricing sources, fund administrators, etc.