Our Value
Vantage is dedicated to delivering cutting-edge solutions to entity management professionals. Our expertise covers wealth management, entity management, regulatory, compliance, data and accounting domains where we are focussed on not only streamlining operations but also reducing the cost and risk of doing business.
Let us help you enhance your entity management practices.
20+
Years of Industry Experience
Globally Spanning Expertise
750+
Projects Delivered
Our Products
Quantios
Quantios delivers leading Trust, Corporate Services and Fund Admin systems.
KYC360
Client Lifecycle Management software streamlines onboarding, screening, and maintaining KYC data for your entire customer base.
Data Guardian
A data governance framework that assigns ownership and responsibility to data.
Microsoft Integration and Power BI
Connect your Microsoft tools and unlock powerful insights with seamless Power BI reporting.
Alteryx
Workflow driven auditable data migrations and de-duplication/data remediation, analytics, and reporting with an intuitive platform that empowers the vantage team to move data into core systems and simplify the software landscape and clean-up legacy data.
Landytech
A powerful data and reporting platform that consolidates investment data, enhances oversight, and delivers actionable insights for asset owners and financial professionals, linked to your Quantios platform via API and Vantage proven software integration solutions.
Trusted by Industry Leaders Across the Financial Landscape
We proudly partner with organisations in the Fiduciary, TCSP, Private Wealth, and financial sectors. Our clients include businesses navigating complex regulatory environments, driving mergers and acquisitions, or seeking innovative solutions for operational challenges. With a deep understanding of the unique needs of these industries, we deliver tailored project management and optimisation strategies that empower businesses to thrive. Whether you’re a global enterprise or a growing firm, we are here to help you succeed at every stage.
CSPs and TSPs
Captive Insurance
Accountancy Practices
Legal Organisations
Public Listed Companies
Fund Administrators
Fiduciary Organisations
We engaged Vantage on a phased ViewPoint migration project for rationalisation purposes which included data migration, upgrade of versions and a data cleanse from a complicated legacy history. To add further complexity to the works the database’s owners and users were situated in very different global locations.
From the very beginning the Vantage Team were unphased by any of this! They took a scientific approach to fully discovering and identifying the situation that we were dealing with, thereby allowing them to be able to dismantle this jigsaw and reassemble it in its new home with full data accuracy and every single possible hindrance fully diagnosed with a business agreed solution.
This level of deep knowledge, experience and expertise meant that the phases were delivered on time and with minimal – almost zero business disruption!
I would highly recommend the Vantage team – not just because of the above – but also because of the flexibility and calm approach they brought to the project. A pleasure to work with!”
Large Global CSP Client
Vantage provided support and solution-orientated consultancy to help us develop our periodic review process, and enable us to ‘rightshore’ this work to our central shared service centre.
They worked with users and technical resources to help us find the right solution to process alignment across jurisdictions, and system driven governance through workflows, which has significantly improved our compliance and made our periodic review process slick and further enhanced our client experience.
In addition, they led our software upgrade which was delivered with minimal business disruption, and enabled us to use newer automated entity management features and connections to other systems following a system ‘Healthcheck’ of current use and new features.’