ABOUT2019-07-31T19:54:03-05:00

Driving efficiency.
Delivering value.

About

ViewPoint Partner for the Americas

Discover Vantage

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 across 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.

ViewPoint partner for the Americas

Vantage works closely with ViewPoint as a regional centre of excellence providing sales, support and consulting services to financial services and private equity clientele within the Americas region.

Seasoned approach and experience

Our team has spent more than 20 years working with clients in the financial services and private equity industries to solve problems and develop solutions that meet the challenges presented by an ever-changing business landscape.

Invested in your success

We work with you to drive value, efficiency and deliver a return on your software investment. Our primary goal is helping our clients use their technology to make their business more efficient, more secure and more profitable.

Take the journey together

We pride ourselves on providing a personalized, client-focused service and we invest in building strong partnerships with clients. We take the journey together for any ViewPoint implementation and support requirement.

Our Values

Our culture is what drives us day to day. It is a mindset that represents our values and work ethic that we follow. It is reflected in what we do, what we say, and in our actions. 6 key points define the Vantage culture. We believe that practicing these points sets us up for success in both our professional and personal lives.

Drive efficiency & value

Be professional & personal

Make a plan & follow through

Simple & easy to understand

Make it productive & fun

Responsibility & ownership

Our Clients

Our clients trust us to deliver expert advice and help them navigate the constantly evolving pressures placed on them.  Whether it is a full end to end service or helping on an as needed basis, we are here to help. Vantage has clients who range in size from local boutique firms through to some of the largest companies in the world as seen below.

Vantage Corporate and Trust
Vantage Captive Insurance
Vantage Fiduciary
Vantage Corporate Services
Vantage Corporate and Trust
Vantage Corporate Services
Vantage Captive Insurance
Vantage Private Client
Vantage Corporate and Trust
Vantage Law Firm
Vantage Corporate and Trust
Vantage Corporate and Trust

Vantage Leadership

We offer local perspective with global experience and are fully able to assist with a wide range of entity management implementation and support requirements. Our team is standing by ready to help you. 

RICHARD COLLETT
RICHARD COLLETTManaging Director
CHARLES JACKSON
CHARLES JACKSONTechnical Lead
DJON BROWN
DJON BROWNViewPoint Business Specialist

Insights & News

Stay up to date on Vantage’s latest news, industry updates and valuable insights.