Finance and Operations

Lowering operating costs by ensuring quality of data and processes
Playing a pivotal role to support the operations of your organization
Providing operations support is critical to the success of an investment firm. Whether delivering up-to-date data to your investment team for their decision-making, or inspiring confidence in your investors through accuracy and transparency, the role of the finance and operations professional has never been more important.

The volume of data processed by alternative investment firms his increased exponentially. Often critical data is spread across multiple silo's within the organization making it hard to synthesize, analyze and interpret. Challenges arise in providing information to investment teams while they travel to the far reaches of the world, and investors who expect world-class infrastructure and institutional level responsiveness and reporting.

Tools to help you maximize the value you provide to your organization
Whether you are supporting the investment or investor teams, Vantage has the tools to help you deliver the highest levels of analysis, reporting, transparency and collaboration. Flexible in their design, our software tools can be readily tailored to the qualities that give you a competitive edge in the marketplace.
Vantage Insight provides an interactive analytical view across your firm of performance and exposure, for management and investor analysis. Vantage Performance provides the capability to analyze and monitor the performance of your underlying portfolio, ensuring and diversion from budgets and projections are identified and remedied early on. Vantage Investor provides a comprehensive platform to manage the complete investor marketing and servicing cycle, including fundraising, contact management, partnership accounting, investor reporting, and an on-line document repository. Vantage Fund of Funds provides a comprehensive platform for capturing, analyzing and reporting investments in general partners and their underlying portfolio's, on behalf of your proprietary funds-of-funds or client portfolio's.
Vantage Alternative Data Services offers operational support services to complement our suite of software applications, to enable efficient and cost-effective management of the manually-intensive processes that limit the effective scaling-up of your organization.
Call us today on 617-454-1400 to discuss how we may assist you with lowering your operating costs and risk for your investment team and investors.