Vantage Portfolio Accounting 2026: Benefits, Features & Pricing

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Overview

Vantage Portfolio Accounting

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Pricing

Pricing available upon request

About Vantage Portfolio Accounting

Vantage Portfolio Accounting is a cloud-based portfolio accounting software for investment managers and advisory firms that helps generate customizable reports and provides accounting and operational support including portfolio accounting and cash flow management.

The application enables administrators to track investment workflow, analyze investment data and view client account summary on a centralized platform. Additionally, investors can create dashboards and construct exposure analysis using performance calculation engine. Support is extended via phone, email and other online measures.

Vantage Portfolio Accounting Screenshots

Vantage Portfolio Accounting Pricing and Plans

Starting price: Pricing available upon request

Free Trial

Free Version

Vantage Portfolio Accounting Features

Popular features found in Investment Management
Accounting
Benchmarking
Bonds/Stocks
Client Management
Compliance Tracking
Financial Management
Fund Management
Investment Research
Modeling & Simulation
Portfolio Rebalancing
Risk Management
More features of Vantage Portfolio Accounting
Activity Dashboard
Activity Tracking
Alerts/Notifications
API
Audit Trail
Client Portal
CRM
Customizable Reports
Deal Management
Document Management
Document Storage
Financial Analysis
Investor Reporting
Multi-Currency
Portfolio Management
Private Equity
Public Equity
Real-Time Analytics
Real-Time Data
Reporting & Statistics
Role-Based Permissions
Third-Party Integrations
Transaction History