Vantage is a powerful multi-asset class trade and portfolio management platform, commonly referred to as an Order Management System (OMS) or Portfolio Management System (PMS), created by the team at Valitana. Vantage is used by numerous institutional investors to manage their investment portfolios. Clients of Vantage can record their transactions across multiple asset classes, including equities, derivatives, structured products and fixed income instruments. We provide a comprehensive reconciliation service of cash and fund holdings against other third-party providers such as fund administrators, custodians, and trustees. This allows our users to proactively mitigate operational risk. Additional functionalities of Vantage include fund performance calculations and monitoring, ensuring the funds trading activity and position management doesn’t break compliance parameters set forth in fund prospectuses and indentures.
Valitana is a Software as a Service (SaaS) company launched in 2018. Valitana is dedicated to providing our clients with robust, intuitive solutions to help them make informed investment decisions and improve operational workflow. Our systems gather and synthesize vast amounts of data throughout the day from the industrys leading data providers, ensuring our clients are operating with the latest available information.