Vantage Risk and Budgeting Manager

fiserv.com

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Spec score 7.0 #74 of 91 in Financial Planning & Analysis Software

Spec sheet

Purpose: Vantage Risk and Budgeting Manager gives financial institutions a unified view of performance and risk exposure for planning and decision-making.Read 8 Oct 2026 · fiserv.com
Deployment: Fiserv lists on-premises and hosted deployment options.Read 8 Oct 2026 · fiserv.com
Security: The brochure says access can be limited to selected staff and that the product meets Federal Financial Institutions Examination Council guidelines for system and data security.Read 8 Oct 2026 · fiserv.com
Headquarters: Milwaukee, Wisconsin, United StatesRead 28 Sep 2026 · fiserv.com
Founded: 1984Read 28 Sep 2026 · fiserv.com
Budgeting: YesRead 21 Sep 2026 · fiserv.com
Budgeting and forecasting: It supports top-down and bottom-up budgeting workflows and helps align financial plans with business strategy.Read 8 Oct 2026 · fiserv.com
Core compatibility: Fiserv describes the solution as core-agnostic in its Del-One Federal Credit Union case study.Read 8 Oct 2026 · fiserv.com
Customer example: Del-One Federal Credit Union used Vantage to build an annual budget, process monthly data, compare budget against actuals and prepare board reports.Read 8 Oct 2026 · fiserv.com
Data import: The brochure says users can map, filter and manipulate imported data without requiring IT resources for the load.Read 8 Oct 2026 · fiserv.com
Data imports: Users can map, filter and manipulate imported data, and the brochure says this can be done without IT resources.Read 8 Oct 2026 · fiserv.com
Forecasting: YesRead 21 Sep 2026 · fiserv.com
Integrated tools: The product includes tools for interest-rate risk, forecasting, planning, profitability, reporting and analysis, and scenario modeling.Read 8 Oct 2026 · fiserv.com
Organization support: The product supports multiple companies, business units and users, with drill-down to lower levels of an organization.Read 8 Oct 2026 · fiserv.com
Planning: The platform supports top-down and bottom-up planning, budgeting and forecasting workflows.Read 8 Oct 2026 · fiserv.com
Pricing: The opened Fiserv product and brochure pages direct prospective customers to contact Fiserv and do not state a price.Read 8 Oct 2026 · fiserv.com
Reporting: It provides predefined and custom reporting for management and regulatory reporting requirements.Read 8 Oct 2026 · fiserv.com
Risk modeling: The product supports liquidity measurement, income simulation and economic value analysis for asset/liability management.Read 8 Oct 2026 · fiserv.com
Scenario analysis: Users can model assumptions and test economic and operational scenarios to inform capital allocation decisions.Read 8 Oct 2026 · fiserv.com
Scenario modeling: YesRead 21 Sep 2026 · fiserv.com
Security and compliance: Fiserv says the product's flexible deployment options can align with an institution's infrastructure and compliance needs, and that its risk modeling helps meet regulatory requirements.Read 8 Oct 2026 · fiserv.com
Setup and support: A Del-One customer story says setup required entering products and mapping projection processes, and that the customer took training classes and contacted Fiserv experts for support.Read 8 Oct 2026 · fiserv.com
Setup and training: The Del-One case study says setup required mapping products and projection processes, and that the customer used in-depth training classes and Fiserv experts for support.Read 8 Oct 2026 · fiserv.com
Storage: The brochure describes storage and history capacity as unlimited.Read 8 Oct 2026 · fiserv.com
Technology: The brochure says the solution is built on Microsoft .NET and uses a Microsoft SQL Server database.Read 8 Oct 2026 · fiserv.com
Variance analysis: YesRead 21 Sep 2026 · fiserv.com
Who it serves: Fiserv describes the product as a risk and budgeting solution for financial institutions; a published customer story features Del-One Federal Credit Union.Read 8 Oct 2026 · fiserv.com