Vantage Software vs B2B white-label robo advisory

Starting Price

Not provided by vendor Not provided by vendor

Best For

Private Equity, Venture Capital and Real Estate Private Equity

Banks, insurances, wealth managers, financial advisory firms/broker pools, non-banks

Rating


5 / 5
(6)
Read All Reviews
(0)

Ideal number of Users

1 - 1000+

10-49

Ease of Use


4.7 / 5

Customer Support


5 / 5

Features & Functionality


4.7 / 5

Value for Money


4.8 / 5

Product Features

  • check Accounting Management
  • close Benchmarking
  • close Bonds / Stocks
  • check Client Management
  • check Client Portal
  • close Commodity Futures
  • close Compliance Reporting
  • check Data Import / Export
  • close For Investment Advisors
  • close For Investors & Traders
  • check Fund Management
  • close Modeling & Simulation
  • close Performance Metrics
  • close Portfolio Rebalancing
  • check Real Estate
  • close Risk Management
Not provided by vendor

Screenshots

View 2 screenshots 133490 thumb
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Platform

Web/Installed

Mobile

Web/Installed

Mobile

Support

  • 24/7 (Live Rep)
  • Business Hours
  • Online
Not provided by vendor

Training

  • check In Person
  • check Live Online
  • close Webinars
  • check Documentation
Not provided by vendor

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Vantage Software vs B2B white-label robo advisory

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