---
description: Review of Vantage Portfolio Accounting Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png
title: Vantage Portfolio Accounting | Reviews, Pricing & Demos - SoftwareAdvice NZ
---

Breadcrumb: [Home](/) > [Equity Management Software](/directory/4683/equity-management/software) > [Vantage Portfolio Accounting](/software/330288/vantage-portfolio-accounting)

# Vantage Portfolio Accounting

Canonical: https://www.softwareadvice.co.nz/software/330288/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.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Vantage
- **Location**: Dedham, US
- **Founded**: 1999

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States

## Features

- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- CRM
- Client Portal
- Customisable 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

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Equity Management Software](https://www.softwareadvice.co.nz/directory/4683/equity-management/software)

## Related Categories

- [Equity Management Software](https://www.softwareadvice.co.nz/directory/4683/equity-management/software)
- [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software)

## Alternatives

1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews)
2. [Vestd](https://www.softwareadvice.co.nz/software/250354/vestd) — 4.9/5 (97 reviews)
3. [Dynamo Software](https://www.softwareadvice.co.nz/software/131884/dynamo) — 4.6/5 (34 reviews)
4. [Certent Equity Management](https://www.softwareadvice.co.nz/software/411099/certent-equity-management) — 4.6/5 (85 reviews)
5. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews)

## Links

- [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/330288/vantage-portfolio-accounting)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/equity-management/vantage-portfolio-accounting-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/330288/vantage-portfolio-accounting> |
| en-GB | <https://www.softwareadvice.co.uk/software/330288/vantage-portfolio-accounting> |
| en-IE | <https://www.softwareadvice.ie/software/330288/vantage-portfolio-accounting> |
| en-NZ | <https://www.softwareadvice.co.nz/software/330288/vantage-portfolio-accounting> |

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