Announcing Valitana Vantage
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
For inquiries, contact firstname.lastname@example.org
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.
Get started with Valitana
Schedule a demo to see how Valitana can help your team. Or contact us by email at email@example.com.