Investment Operations Platform
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.
Tailored Workflows
Customizable pipelines for trades and investments, with multi-level reviews and manual or automated approvals.
Compliance
Automatically run compliance rules as part of the trade workflow. Determine instantly whether a trade has passed compliance rules.
Excel Integration
Take advantage of Excel by using the Vantage Excel plugin to pull in assets, holdings, trades, and other data warehoused in Vantage.
More Features
Reporting Feeds
Create reporting feeds to counterparties, custodians, fund administrators, and other parties.
Data Warehousing
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of user-defined extension fields.
Data Integrations
Integrate with numerous data vendors, pricing sources, fund administrators, etc.
