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Vantage Reporting-Vantage Deal Manager


Vendor:
Vantage Reporting
Categories:
Document Management | Database Solutions | Data Management | Reporting | Hedge Funds | Fund Accounting |
Price:
Available on request

  • Product Description:

    Vantage Deal Manager solution helps you manage deal pipeline with powerful online collaboration and document management tools. Now you can spend more time on quality deals that meet your requirements.

  • Reporting Capabilities:

    * Manage deal team communications with hierarchical permissions
    * Personalize views of pipeline deals for each investment professional
    * Leverage fully searchable deal database with saved searches
    * Automatically generate reports and distribute deal documents
    * Share documents online via electronic document management
    * Track deal team meetings, activities and tasks

  • Workflow Capabilities:

    * Valuation reports plus historical and syndicate investor activity for prospective companies
    * Reports highlighting propsective manager strategies and fee structures
    * Demographic and performance information
    * Client allocation for investment advisors
    * Audit and archival capabilities
    * Import/export to Microsoft Word or Microsoft Excel to create charts and graphs
    * Ability to generate PDF reports for viewing on any platform

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OTHER PRODUCTS

Vantage Fund-of-Funds Vantage Insight

COMPANY CONTACT DETAILS

Country United States United States
Contact name General Enquiry
Contact job Title General Enquiry
Telephone number 617.454.1400
Email address info@vantage-software.com
Mailing address 233 Needham St. Suite 300 Newton, MA 02464

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