Vantage functions as a global multi-asset brokerage, offering clients a flexible and comprehensive service for trading CFDs across a wide range of markets such as Forex, Commodities, Indices, Shares, and Cryptocurrencies.
With more than ten years of experience in the industry and headquartered in Sydney, Vantage has grown to employ over 1,000 personnel across 30 locations around the world.
In addition to its brokerage services, Vantage fosters a secure trading atmosphere and provides an intuitive trading platform, enabling clients to seize trading opportunities with both simplicity and effectiveness, while also enhancing their overall trading experience.
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Sharesight is a widely utilized investment portfolio tracking tool that operates in over 100 countries globally. It consolidates the management of your stocks, ETFs, and dividends into a single platform.
With Sharesight, users can easily benchmark their portfolios against an index or a chosen stock, as well as monitor their overall investment returns over specified durations.
The platform enables users to manage their investments across various exchanges, currencies, and brokerage firms.
This automation significantly reduces the need for continual manual data entry, as it automatically processes all dividends, stock splits, and corporate actions, thereby conserving both time and financial resources.
Best of all, Sharesight is available at no cost. Join the community of hundreds of thousands of investors who are effectively tracking their portfolio performance and making informed investment decisions.
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BlazePortfolio
Easily execute sophisticated models while managing asset distributions across multiple portfolios. Efficiently oversee order flows among various custodians and across different asset and security types. Employ Tax Harvesting and Location Optimization techniques to maximize Simple Tax Alpha. Keep a vigilant eye on cash reserves using user-friendly yet powerful tools tailored for daily cash management and intra-day surveillance. Integrate smoothly with a range of portfolio accounting, reporting, custodial, and execution systems to boost operational efficiency. The features provided are specifically designed to maintain trading compliance and ensure the integrity of data. BlazePortfolio® delivers intuitive and effective trade management solutions customized for investment managers, registered investment advisors, wealth managers, broker-dealers, family offices, and other key players in the industry. Furthermore, the platform simplifies the management of order flows across a variety of custodians and asset classes while equipping users with effective tools for monitoring cash balances. This holistic strategy empowers users to implement complex models and seamlessly manage asset allocations throughout their portfolio, fostering enhanced performance and strategic oversight. With such a comprehensive system, users can focus on refining their investment strategies while ensuring compliance and efficiency.
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Solvas Portfolio
Solvas Portfolio is a comprehensive asset administration and reporting solution engineered to help financial teams manage increasingly complex portfolios with speed and precision. Legacy spreadsheets and manual workflows simply can’t keep up as data volumes grow, but Solvas Portfolio centralizes information across strategies, portfolios, and asset classes to create a unified source of truth. By providing a full 360-degree view of assets under management, it improves situational awareness and reduces the operational blind spots that lead to risk. The platform’s simple, intuitive workflows allow teams to assess risk, track positions, and reconcile cash activity with minimal friction. Its sophisticated reporting engine empowers organizations to share accurate, transparent insights with trustees, executives, and other stakeholders. Solvas Portfolio also eliminates time-consuming manual tasks, lowering operational costs while boosting daily efficiency. Seamless integration with accounting, trade, reconciliation, and risk systems makes it the central command center of your asset management ecosystem. Firms benefit from enhanced control, faster decision-making, and a streamlined way to protect revenue. As your business evolves, Solvas Portfolio scales with you, supporting growth without compromising accuracy. Migration support from Solvas experts ensures a smooth onboarding process, enabling teams to adopt the solution quickly and confidently.
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