Vantage Investor Suite

A software system designed by Vantage Software.

About Vantage Investor Suite

The Vantage Investor Suite provides you with the tools to effortlessly market to and servicing your current and prospective investors, allowing you to gain and retain the confidence of your clients through uncompromised customer relationship management. Functionality includes

  • Supporting complex investor account, fund and contact relationship management
  • Perform investor profiling, capital flow monitoring and reporting
  • Report on investor activity by series, share class or round individually or in aggregate
  • Manage side letter arrangements
  • Leverage a Web interface for virtually limitless scalability
  • Automatic report generation and distribution via email, web, fax, etc.Manage capital flows with ease
  • Audit and archival capabilities
  • Electronic document management and sharing
  • Integrates with virtually any partnership accounting system, spreadsheets or administrators

Powerful Reporting Capabilities

Our comprehensive Web-enabled reporting enables you to meet increasingly rigorous compliance demands to document your investment activities on behalf of your firm and investors.

  • Ability to download and post investor capital account activity and resulting NAVs
  • Individual or consolidated Investor statements, NAV reports, and tax reports, including K-1s
  • Performance reports, including IRR, MTD and YTD realized/unrealized G/L
  • Multiple addresses and wiring instructions to manage capital flows with ease
  • Communications audit and archival capabilities
  • Import/export to Microsoft Word or Microsoft Excel to create charts and graphs
  • Automated report distribution (mail, email, fax, etc.)
  • Mass mailings with wide assortment of templates that can be shared and modified
  • Ability to generate PDF reports for viewing on any platform

Product Overview

Other Software by Vantage Software

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