Analytics and Portfolio Management Software

Real-Time CLO and CMBS Analytics.
Compliance and Portfolio Management Software

Replace fragmented legacy systems and make faster, better-informed investment decisions with Valitana’s analytics and portfolio management software. Valitana delivers real-time data analytics, cash flow projections, portfolio compliance, and workflow automation.

Intraday Intex updates for real-time deal analysis

Custom scenarios and proprietary analytics with no code

Integrated portfolio management and compliance

Dedicated team to support your investment process

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Our Products

Products

Our Solutions

Pre-trade analytics, post-trade surveillance, portfolio management, and compliance tools purpose-built for CLO, CMBS, and structured credit portfolios.

Analytics and Workflow for CLO, CMBS and ABS

Analyze CLO deals faster using live pricing, live ratings, and your own custom data on top of Intex’s deal models. Leverage Excel-integrated workflows that eliminate manual consolidation across deals.

BWIC parsing and deal-level cashflow analysis

Build in firm-specific investment logic, custom metrics, and proprietary models directly in the platform without code

Evaluate CLO manager performance and identify who consistently outperforms

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Portfolio Management & Compliance

Gain complete visibility into risk, compliance, and performance with real-time portfolio calculations that reflect every trade, position change, and market move as they happen.

Pre-trade compliance testing and trade simulation

Reconciliation for positions, cash, and external data sources

Hypothetical trade and scenario analysis across portfolios

Configurable workflows, firm specific rules

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“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

“Valitana adds tremendous value to our CLO investment process. The web portal and excel add-in provide us with functionality we weren’t able to find in other systems, and allows us to quickly analyze large numbers of securities daily.”

Portfolio Manager, Alternative Investments, Asset Manager

“The participants in the CLO market have only been getting more sophisticated, and the market has been growing, with more active investors and collateral managers than ever. Staying ahead in this competitive market, finding the right opportunities, and avoiding land mines takes more than a great team ─ it requires the best available tools and analytics. Valitana has been indispensable for our team, allowing us to constantly scan the market for opportunities, comps, and relative value trades. I can’t imagine not having Valitana to support me and my team.”

Portfolio Manager, Hedge Fund

“Valitana has been invaluable in helping us quickly and concisely analyze relative deal and manager performance. The resulting customized analytics and research we perform would simply not be possible without it.”

Managing Director, Corporate Advisory, Broker/Dealer

“Valitana is bringing its market leading technology to the OMS/PMS space. Integrate all your workflows into excel – positions, IRR, PnL, compliance tests, hypos – it’s all right there embedded in the excel environment.”

Portfolio Manager, Hedge Fund

“With Valitana, we get top tier analytics out-of-the-box. We could not have built a comparable system if we had years of time and an unlimited IT budget. This gives us an edge when doing in-depth analysis of CLOs.”

Head Trader, Structured Products, Broker/Dealer

“Valitana has changed the game in CLO analytics. Very quick and user-friendly way to examine a particular deal or the market as a whole. I can’t imagine investing in or managing CLOs without Valitana.“

Portfolio Manager, Asset Manager

Reviews

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Business Role

One Platform Across Your Entire Firm

Valitana is the most innovative modern platform purpose-built for structured product analysis and multi-asset OMS / PMS, trusted by 90+ institutional firms who have outgrown spreadsheets and legacy systems for good.

Valitana replaces the fragmented systems that slow structured credit decisions. Real-time data flows across your entire investment operation, from pre-trade analysis to post-trade reconciliation, replacing manual consolidation with automated workflows. Your team can operate from a single source of consistent, audit-ready data built specifically for structred credit portfolios and CLO Managers.

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Get Started with Valitana

Trusted by 90+ institutional firms, Valitana is the top choice for CLO investors, hedge funds, and asset managers, replacing legacy systems with a unified platform for structured product traders, CLO Managers and ABL administartors.

Talk to the team today to see how Valitana can eliminate data fragmentation, accelerate deal insights, and streamline compliance across your portfolios.

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Download our CLO Quarterly Report

An in-depth look at the latest US BSL, European, CLO performance, covering collateral quality, spread dynamics, and the market conditions shaping structured credit.

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