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features
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Description

The Vantage™ Risk and Budgeting Manager from Fiserv provides a comprehensive overview of essential data necessary for effective business management. By connecting various interrelated business functions, it enables informed decision-making through insightful analytics. You can efficiently manage balance sheet risk utilizing a selection of gap and duration analysis, income simulation, and economic value analysis techniques tailored for asset/liability management. This tool allows for the examination of specific balance sheet elements or a holistic view of the entire balance sheet. Furthermore, you can enhance your simulations to encompass non-interest income and expenses alongside net interest margin. Set various forecasting parameters, such as interest rates, pricing strategies, prepayments, and growth projections. You have the flexibility to combine different assumptions and conduct stress tests on the balance sheet in response to interest rate fluctuations, thereby assessing the comparative risks and benefits of various business strategies. This functionality not only promotes better financial oversight but also aids in strategic planning for future growth.

Description

Eliminate uncertainty in your retirement planning with WealthTrace, which provides precise financial forecasts and enables you to oversee your investment assets, their performance, transactions, and associated fees. Don't let fate dictate your retirement; with WealthTrace, you can take charge of your financial future and assess whether you have sufficient resources for a comfortable retirement, as well as explore ways to improve your financial standing. By linking your various investment accounts, you can easily monitor your balances and holdings in one place. Your accounts will refresh daily, giving you up-to-date insights into performance, transactions, fees, and investment totals. Rest assured, your information is safeguarded with cutting-edge security protocols. As you adjust your assumptions, you'll see financial projections reflecting those changes in real-time. You can receive immediate insights on how altering savings rates, retirement timelines, expense levels, withdrawal strategies, and other factors impact your plans. Additionally, you can conveniently determine the most efficient withdrawal rate and ascertain the total amount you need to save for retirement to ensure your peace of mind in the future. This comprehensive approach allows for a more informed and proactive retirement strategy.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ARGO Yes 

Integrations

ARGO No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$229 per year
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fiserv

Founded

1984

Country

United States

Website

fiserv.com

Vendor Details

Company Name

WealthTrace

Country

United States

Website

www.mywealthtrace.com

Product Features

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting Yes 
General Ledger Yes 
Income Statements Yes 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement Yes 

Product Features

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