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
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