Asset Manager
Discover the platforms Valitana offers to help you make informed investment decisions and manage your assets.
Performance Metrics
Analyze performance per line item. Attribute performance to different segments of your portfolios. Slice and dice P&L.
Multi-Asset Class
Designed to model any asset class. Extensive data warehousing for assets, trades, portfolios, and other entities. Purpose-built modules, workflows, and metrics. Aggregate key metrics across asset classes.
Data Warehousing
Extensive data warehousing for assets, trades, portfolios, and other entities. Create any number of powerful extension fields.
Customizable Dashboard
Create custom dashboards to view and understand your risk allocations. Configure any number of dashboards using our ever-growing library of components.
Compliance
Define and arrange compliance rules without writing code. Evaluate portfolio compliance during a workflow or on an ad-hoc basis
Other Features
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Operational Efficiency
Updates made by one team member are immediately visible to others in the team. Data on the screen is automatically refreshed.
Integrations
Integrate with data vendors, pricing sources, back offices, etc.
Tailored Workflows
Streamlined trade pipeline, including manual or automated review and approval. Define multiple strategies for allocation, tax lot selection, and more.
