Home - Vantage

Guiding your
Viewpoint journey

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Focused on need
Driven by outcomes

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Monitoring data
Managing risk

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Self paced e-learning
for Viewpoint professionals

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Consulting

Viewpoint 8

Data
Governance

Learning &
Development

Our Value

20+ years experience

Local and global expertise

400+ projects delivered

Vantage is dedicated to delivering cutting-edge solutions to entity management professionals. Our expertise covers wealth management, entity management, regulatory, compliance 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.

Our Products and Services

ViewPoint

The core ViewPoint modules are deployed either as a complete suite or on a per module basis.

Learn
ViewPoint

Viewpoint training delivered in self-paced e-learning course format.

Data
Guardian

A data governance framework that assigns people ownership and responsibility for data.

Viewpoint Software for Business

ViewPoint is the globally leading software solution for the management and administration of entities such as companies, trusts, partnerships, foundations and funds. The product provides a complete practice management solution to address the needs of entity management professionals servicing working with private equity structures or financial service providers.

The fully integrated platform consists of a suite of modules which provide a seamless and comprehensive Entity Management and Governance offering. The core modules address a range of business needs from client management and regulatory fillings to billing and accounting and can be deployed either as a complete suite or on a per module basis.

Self-paced e-learning for Viewpoint

Learn ViewPoint is an eLearning platform designed to provide training content for the ViewPoint entity management software. With a Learn ViewPoint subscription, your organization can deliver training content rapidly, quickly on-board new starters and increase staff proficiency with ViewPoint software.

The platform was developed by Vantage in collaboration with ViewPoint Software for Business.

Monitoring Data. Managing Risk.

Data Guardian helps address these concerns by putting the power and control of your data back into the hands of the business.

The technology is a monthly subscription service which automatically monitors and provides insights and alerting into your data to ensure conformance with Corporate Governance, Compliance and Risk based requirements.