---
description: Learn how Vantage Portfolio Accounting can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Vantage Portfolio Accounting.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: Vantage Portfolio Accounting Reviews, Prices & Ratings | GetApp UK 2026
---

Breadcrumb: [Home](/) > [Equity Management Software](/directory/1783/equity-management/software) > [Vantage Portfolio Accounting](/software/2064441/vantage-portfolio-accounting)

# Vantage Portfolio Accounting

Canonical: https://www.getapp.co.uk/software/2064441/vantage-portfolio-accounting

> Designed for investment managers, brokers and advisory firms, Vantage Portfolio Accounting is a cloud-based software that helps manage multiple client portfolios including both registered and non-registered accounts and provides tools to analyze cash flows from client funds.
> 
> Verdict: Rated \*\*\*\* by 0 users. Top-rated for **Overall Quality**.

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## About the vendor

- **Company**: Vantage
- **Location**: Dedham, US
- **Founded**: 1999

## Commercial Context

- **Target Audience**: Self Employed, 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, France, Germany, India, Ireland, Italy, Mexico, Netherlands, New Zealand, Philippines, Singapore, South Africa, United Arab Emirates, United Kingdom, United States

## Features

- API
- Accounting
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Audit Trail
- CRM
- Client Portal
- Customisable Reports
- Deal Management
- Document Management
- Document Storage
- Financial Analysis
- Investor Reporting
- Multi-Currency
- Portfolio Management
- Private Equity
- Public Equity
- Real-Time Analytics
- Real-Time Data

## Support Options

- Email/Help Desk
- Knowledge Base
- Phone Support

## Category

- [Equity Management Software](https://www.getapp.co.uk/directory/1783/equity-management/software)

## Related Categories

- [Equity Management Software](https://www.getapp.co.uk/directory/1783/equity-management/software)
- [Investment Management Software](https://www.getapp.co.uk/directory/17/investment-portfolio-management/software)

## Alternatives

1. [Morningstar Direct](https://www.getapp.co.uk/software/2080459/morningstar-direct) — 4.1/5 (251 reviews)
2. [Vestd](https://www.getapp.co.uk/software/2069206/vestd) — 4.9/5 (97 reviews)
3. [Dynamo Software](https://www.getapp.co.uk/software/111429/dynamo) — 4.6/5 (34 reviews)
4. [Orchestra](https://www.getapp.co.uk/software/2048419/orchestra) — 4.8/5 (11 reviews)
5. [Juniper Square](https://www.getapp.co.uk/software/111957/juniper-square) — 4.9/5 (61 reviews)

## Links

- [View on GetApp](https://www.getapp.co.uk/software/2064441/vantage-portfolio-accounting)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/finance-accounting-software/a/vantage-portfolio-accounting/> |
| en-AE | <https://www.getapp.ae/software/2064441/vantage-portfolio-accounting> |
| en-AU | <https://www.getapp.com.au/software/2064441/vantage-portfolio-accounting> |
| en-CA | <https://www.getapp.ca/software/2064441/vantage-portfolio-accounting> |
| en-GB | <https://www.getapp.co.uk/software/2064441/vantage-portfolio-accounting> |
| en-IE | <https://www.getapp.ie/software/2064441/vantage-portfolio-accounting> |
| en-NZ | <https://www.getapp.co.nz/software/2064441/vantage-portfolio-accounting> |
| en-SG | <https://www.getapp.sg/software/2064441/vantage-portfolio-accounting> |
| en-ZA | <https://www.getapp.za.com/software/2064441/vantage-portfolio-accounting> |

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