SOLUTIONS · INDEPENDENT RIAS
Vantage gives independent RIAs the same institutional-grade stress testing that bulge-bracket firms use — at a price that makes sense for a boutique practice.
What you were paying vs. what you pay now
Riskalyze
Limited scenario depth, no AI memo
$4,000–10,000/yr
eMoney
Planning-focused, no stress testing
$5,000–15,000/yr
Vantage
Full institutional analysis in 60 seconds
From $99/mo
Every feature is designed around the realities of running an independent firm.
The same quality of stress testing used by $10B AUM firms — without the $10K/yr price tag. Compete on analysis quality, not just relationships.
Run a complete 12-section risk report before your client finishes reading your intro email. Preparation time drops from hours to minutes.
Walk in with a branded PDF. Show the Monte Carlo. Explain the factors. Give clients the experience that justifies your advisory fee every quarter.
Run analysis for 50 clients in the time it used to take for 5. Vantage scales your intellectual bandwidth without scaling your headcount.
Win RFPs against larger firms by showing up with better analysis
Retain clients during volatility by responding within minutes, not days
Use existing client data — no new data feeds, no custodian integration required to start
Get to value on day one: upload a portfolio, run a test, export the PDF