Click below to choose Vantage customizable components that best meet your needs.
Take investor relations and reporting to the ultimate level. Use the power of
our flexible systems to automate your investor relations function and
consistently deliver superior service with supreme confidence in the accuracy
of your results.
Components can be dynamically implemented individually or as a suite.
Components are customized to deliver the exact functionality you need.
Components integrate with each other and any other vendor system.
Component
Function
Contact Manager
Centralize your current and prospective investor contacts with immediate and real-time access to contact information
Partners Ownership
Automate the tracking and calculation of investor ownership, carry allocation and vesting for closed- and open-ended Funds
Partnership Accounting
Import partnership transactions from any packages accounting software and produce complex reports and analysis
Tax Estimator
Prepare quarterly partnership tax estimates for investors and final K-1 tax reports
Investor Notices
Automate investor subscription, redemption, contributions and distribution notices
Performance Calculator
Calculate investor performance (e.g. IRR’s), individually or grouped
Investor Reporter
Display your investor reports, correspondence and results over a secure Internet connection
On-Line Data Room
Provide investors with secure electronic access to fund-raising documents and performance measures (e.g. IRR's)
Other
Custom components are developed using Microsoft® .NET to seamlessly integrate with all other components
