Vantage Investor – Our partnership accounting software is now a single, cohesive system that is integrated with a robust CRM and Investor Portal.

By centralizing your accounting and integrating with Vantage Insight – our Investor Portal, Vantage Investor allows end-to-end information flow and ensures that investors get their statements in a matter of minutes

What other features make Vantage Investor a powerful partnership accounting system to drive reporting ?

• In built CRM Module
  • Comes with an in-built CRM module to manage up-to date prospects, contacts and investors along with their email preferences
• Manage email templates
  • Now you can easily  manage email templates and add new ones from the same interface
• Send branded emails to your contacts & track email statistics
  • Allows you to directly send branded emails to your contacts and also track the open rates and other email statistics
• Manage funds & feeder funds based on commitments or units
  • Supports master and feeder funds structure. Also system allows you to manage funds based on commitment or units.
• Carryout partnership allocation & accounting
  • You don’t need excel anymore. System will allows you to manage contribution and distributions with ease.
• Carryout transfers
  • Manage investor ownership transfers
• Robust waterfall calculation
  • Flexible and robust waterfall calculation module to reduce your dependence on excel.
• Report generation & distributions
  • Generate branded reports and distribute them with ease.
• Advanced BI reporting capabilities
  • Highly intuitive Business Intelligence reporting and performance analysis of investment activities.
• Integrated with investor portal
  • Integrated with Vantage Insight – Industry’s most preferred Investor Portal
• Bulk import and export capabilities
  • Import/export-able to Microsoft Excel for further analysis
• Outlook integration to sync emails and contacts
  • Sync your contacts and emails outlook
• Manage underlying investments & their valuations
  • Track underlying investments and their valuations.
• Manage underlying investment’s financials
  • Manage underlying KPIs of your underlying investments.
• API access
  • Get complete API Access

Note:

Our Development Center is Certified: SOC2, ISO 27001, ISO 9001 and CMMI 3