A Private Equity and Real Estate Accounting Solution for QuickBooks
Vantage Investor is a Partnership and Portfolio Accounting solution that integrates with QuickBooks.
Robust Partnership Accounting solution to simplify your accounting and investor relation activities
Save time and money by automating your complex accounting process with our Vantage Investor solution
Keep up-to date investor information in finger tips
Simplify Partnership Accounting
Automate Report Generation Process
Vantage Investor provides convenience through QuickBooks integration.
Forget your excel files, Vantage Investor can manage your investor-contact relationships, perform partnership allocations, generate and distribute reports directly in QuickBooks.
Because it’s all in the cloud, it’s also available on the go.
Keep your investor info up-to-date
Manage your up-to-date investor and contact information to provide enhanced customer service.
Seamlessly generate report generation and distribution process.
Using our simplified workflow, you can manage Partnership Accounting with ease, including contributions, distributions, allocations and waterfall calculations.
Automatically synchronized with QuickBooks
All investor contacts, communication and transactions are automatically synchronized with QuickBooks, simplifying your accounting and investor communications workflows.