Vantage, Valitana’s investment operations platform, unifies portfolio data, trade workflows, and compliance in one system. Investment operations teams gain greater visibility into cash and positions, earlier insight into exceptions, and more control across the trade lifecycle, with less manual intervention.
Valitana Vantage is the top choice for structured product investors, consolidating CLO deal management, trade compliance, and portfolio oversight into one multi-asset class OMS/PMS platform.
“Valitana has greatly enhanced and stratified our systems by offering a wealth of CLO data that is easily digestible through both a modern web interface and programmatic APIs. The breadth of the options available for analysis, along with the very attentive service and communication from Valitana directly, has greatly benefited our investment process.”
Portfolio Manager
Hedge Fund
"Having used various OMS/PMS systems throughout my career, Vantage stands clearly above the rest in terms of practicality and ease of use. After switching to Vantage from [large OMS/PMS provider], the investment team has all of the tools to assess risk and exposures, while finance, operations and compliance have complete access to ensure back office controls and procedures are met. The Vantage team is always responsive to our needs. It’s extremely rare to have a support team that’s on Bloomberg, always knowledgeable and helpful."
Portfolio Manager
Hedge Fund
"Valitana helps streamline many of the daily functions a trading desk carries out by putting massive amounts of data into an easily digestible interface. The platform allows us to extract key minerals from the daily firehose of BWICs which helps us arm our clients with necessary information needed to properly make CLO investment decisions. The user face and flexibility of the API also enable us to provide bespoke solutions on a daily basis."
Managing Director
Structured Products, Broker/Dealer
As portfolios grow and workflows become more complex, manual processes become harder to sustain. Valitana Vantage provides an investment operations platform with the real-time data, automated reconciliation, configurable workflows, and compliance controls teams need to scale efficiently.
Modernize your investment operations today and build an infrastructure ready for what comes next with Valitana Vantage.
