Vantage Research Management Solution

Research management solution

Vantage Software recently launched Vantage Research™, a solution to improve sharing of investment research by consulting and advisory firms. The Product’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.


1. Powerful CRM capabilities
2. Robust document processing and sharing
3. Configurable UI
4. Tracks key performance indicators
5. Dynamic report design & generation capabilities
6. Benchmarking against industry standards
7. Automated report generation and distribution

Please contacts us to learn more….

Vantage Software
Ph: 781-742-7400