Research Management Solution

Vantage’s Research Management Solution improves sharing of investment research by consulting and advisory firms.

Vantage Research

Vantage Research’s consolidated repository helps to share investment research and white papers with clients and prospects for informed decision making.

Vantage Research comes with a robust performance calculation engine and data warehousing capabilities that seamlessly handles both quantitative and qualitative data sets.

Dynamic Functionality

Vantage Research doesn’t just provide access to data; it leverages all of your underlying databases, pulling data from each system and organizing it in whatever manner suits your users.


  • Powerful CRM capabilities
  • Robust document processing and sharing
  • Configurable UI
  • Tracks key performance indicators
  • Dynamic report design & generation capabilities
  • Benchmarking against industry standards
  • Automated report generation and distribution

Contact us to learn more about Vantage’ research management solution.

Close Menu