Vantage Investor™
Partnership Accounting Made Effortless

Partnership Accounting & Reporting – Automatically and Efficient!

You want to manage investments – not complex partnership accounting in spreadsheets. Vantage’s Partnership Accounting Software – Vantage Investor™ helps you effortlessly manage up-to-date investor capital accounts, perform partnership accounting and allocation, waterfall calculations, and report generation and distribution.  

Gaining and retaining the confidence of your clients requires uncompromised investor servicing and accurate reports. At the same time, private investment managers must meet increased business demands for improved operational efficiency and transparency. As a result, powerful document and relationship management are essential capabilities that investment managers can no longer do without. Vantage Investor assures this.


Effective Performance

Leverage flexible and integrated marketing and investor servicing capabilities with customizable functionality. Perform complex actions like investor profiling, capital flow monitoring, and compliance reporting with ease via a robust waterfall calculation workflow.


Sophisticated Contact & Document Management

Control a hierarchical matrix of accounts, contacts, and preferred contact methods to allow searching, analysis, and reporting for individual entities or logical grouping. Centralize and manage deal documents to enhance your investor relations including full text search and further streamlining communications via Microsoft Outlook integration.


Powerful Reporting

Take marketing and investor relations to a whole new level with dynamic ad-hoc reporting, import/export to Microsoft Excel for further analysis, and graphical renders. Meet increasingly rigorous compliance demands to document your investment activities on behalf of your business, firm, and investors.

Trusted By Partnership Accounting Experts Around The World

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