Vantage and ViewPoint Software for Business

Vantage is an accredited ViewPoint Software for Business partner. We provide technology consulting services and solutions to financial services organizations and private equity clients. Our clients include global and small to medium enterprises in different financial services industries across the Americas and the Caribbean.

Vantage has delivered over 400 successful projects in 20 years covering entity management, corporate and trust administration, KYC compliance and due diligence, FATCA & CRS and accounting, document management.

Industry Aligned

Company & Trust Managers, Fiduciaries, Accountancy Practices, Law Firms, Private Banks, Family Offices, PLC’s, Company Secretaries…

Corporate and Trust


Entity Management Software, Document Management, Corporate Governance Reporting, Compliance & Due Diligence, Workflow Automation…

Entity Management

ViewPoint Software

A world leading entity management solution used by more than 500 organizations, represented in over 40 countries around the world…

ViewPoint Software

Data Guardian

A data governance technology that monitors data, automates data remediation processes and notifies you of data events.

Data Governance

Industry Expertise

Vantage is recognised as one of the most experienced ViewPoint Software for Business partners, having delivered over 400 successful projects on a global and local scale. We have a wealth of business knowledge, experience and expertise across a wide range of client domains and information technology. Cost-effective efficiency enables you to provide competitive services to your clients. Helping you achieve this is at the core of what we do.

Client Testimonials

We are strong believers in letting our client references speak for themselves. Don’t take our word for it, here’s what they have to say.

“As a corporate services provider, we have to react quickly to the constantly changing industry pressures. We take comfort in knowing that Vantage is there to help augment our corporate practice when we need it”

Helen Glanfield, Paget Brown Trust Company

“We have enjoyed a long standing relationship with the team at Vantage. They continue to be a key source of knowledge and support when it comes to entity management and ViewPoint”

David Kinkead, Harneys Fiduciary

“Vantage have helped us automate a number of statutory and regulatory processes in our ViewPoint environment which has given us back time to focus on other important business areas”

Jane Fleming, Queensgate Bank & Trust

How can we help you?

Feel free to get in touch if you’d like to know more about us or how we could help your organisation.