Announcing Valitana Vantage

January 2, 2023

Valitana LLC, one of the leading solution providers for the CLO investment community, is introducing its newest product – Vantage, a multi-asset class Trade and Portfolio Management System. Vantage is a scalable, robust and cloud-hosted platform that provides end-to-end support through all phases of trade and portfolio management. Vantage is designed to support any asset class, and provides connectivity to numerous third-party vendors through proprietary and standard protocols.

Clients can take advantage of custom-built workflows, extensive data warehousing capabilities, a powerful compliance engine, performance metrics, numerous third-party integrations and much more. In addition, clients will benefit from:

  • Operational Efficiency: Collaborate in real time. Updates made by one team member are immediately visible to others on the team.
  • Performance Metrics: Slice and dice portfolio P&L by strategy, ratings etc., and identify performance outliers.
  • Cash Management: View current cash balances, and understand future cash positions based on asset-level cashflow projections.
  • Compliance: Quickly define restrictions on investable assets, ratings, issuers, and other characteristics. Specify concentration limits using Vantage’s powerful rules engine. Monitor compliance at trade-time and on an ongoing basis.
  • Tailored Workflows: Streamline the trade pipeline (including manual or automated review and approval processes), define multiple strategies for allocation and tax lot section.
  • Data Integrations: Integrate with numerous data vendors, pricing sources, fund administrators, custodians, loan administrators etc.


What are our clients saying?

“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

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About Valitana Analytics

Valitana Analytics empowers investment professionals with the opportunity to evaluate US and Euro collateralized loan obligations (CLOs)by leveraging numerous third-party data providers and incorporating advanced and proprietary analytics. Valitana Analytics is cloud hosted and can be accessed via web browser, Excel plugin, and programmatic API.

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