Vantage Insight
a web-based data dashboard spanning multiple funds and strategies
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Dynamic Functionality
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Vantage Insight is a web-based data dashboard that provides visibility into investment activities from a high-level, spanning multiple funds and strategies down to the detail of individual portfolio companies and their operating performance. Vantage Insight aggregates and presents data in a consistent, polished and professional format, enabling firms to unlock the full value of data across both internal and external sources:
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Enriching data from underlying databases, Vantage Insight transforms data into useful information in whatever format you
require. This powerful product:
- Provides management with a high-level business view at their fingertips
- Strengthens client relationships through improved communication and transparency
- Provides an in-depth analysis of portfolio valuations and performance
- Improves staff productivity through rapid access to information
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Powerful Reporting Capabilities
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Users can drill into performance information in virtually unlimited ways, such as comparing results to benchmarks, or evaluating individual funds or companies by strategy, industry, sector, currency or other investments in the same class. Additionally, users can
- Get an instant view and analysis of holdings at any time, instead of waiting for quarterly reports
- Gain comfort by virtue of an interface that can be tailored to each user's preferences
- Navigate from a summary view to in-depth detail of individual holdings quickly and easily
- Provide client-specific performance measurement and reporting
