Vantage turns quarterly reviews from a stressful preparation exercise into a confident, data-driven client conversation — prepared in minutes, remembered for quarters.
A 60-minute agenda that runs itself
Health score overview — one number, immediate context
Factor risk breakdown — where does risk live?
Scenario walkthrough — how did we hold up vs. the quarter's story?
Monte Carlo update — are we still on track for retirement?
Action items — rebalancing, tax, contributions
Client questions + leave behind branded PDF
The QBR structure is built into every Vantage output — you just need to show up prepared.
Run the stress test, export the PDF, glance at the AI memo. Your QBR is prepared faster than it takes to find parking.
The 12-section dashboard gives every review the same structure, so clients know what to expect and trust the process.
Pick the scenario that defined the quarter — rate shock, equity sell-off, credit event — and show how the portfolio performed against it.
The branded PDF is a 3-page document clients can actually read, file, and refer back to. Not a 40-slide deck they never open.
Cut QBR prep from 3 hours to under 15 minutes without losing quality
Run a consistent, repeatable process that builds client trust over time
Give every client the same institutional experience, regardless of AUM
Document every review for compliance and relationship continuity