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Vantage Risk and Budgeting Manager
What Vantage Risk and Budgeting Manager is
Vantage Risk and Budgeting Manager is software for financial institutions that need a combined view of performance and risk exposure for planning and decisions. It supports top-down and bottom-up budgeting, planning and forecasting, plus variance analysis and scenario modeling. Teams can change assumptions and examine economic or operational scenarios when considering capital allocation. Risk functions include liquidity measurement, income simulation, interest-rate risk and economic value analysis for asset/liability management. Predefined and custom reports support management and regulatory reporting. The product also includes profitability, reporting and analysis tools, customer risk assessment, transaction monitoring and case management. Imported data can be mapped, filtered and manipulated without IT resources for the load. Organizations can work across companies, business units and users, with drill-down to lower levels. Fiserv offers in-house or hosted software-as-a-service deployment. The brochure describes Microsoft .NET with Microsoft SQL Server, and unlimited storage and history capacity. Pricing is paid and available on request.
Who it suits
It suits financial institutions building budgets, forecasts and risk models across organizational units. It can also fit institutions needing regulatory reports and flexible in-house or hosted deployment.
What it does well
- Top-down and bottom-up budgeting workflows
- Scenario modeling for economic and operational assumptions
- Predefined and custom regulatory reports
- Data imports without IT resources for loading
- Supports multiple companies and business units
What to know first
- Paid pricing requires contacting Fiserv
- Setup includes product and projection-process mapping
- Training and expert support may be needed
Limits
Pricing is available on request. Setup includes entering products, mapping projection processes and training, while the product is intended for financial institutions.
Getting started
- Contact Fiserv about the product and deployment option
- Choose in-house software or hosted software as a service
- Enter products and map projection processes
- Import data and map, filter or manipulate the load
- Take the available training classes
- Use Fiserv experts for setup support
Verdict
Vantage combines budgeting, forecasting, scenario analysis and financial risk functions for institutions. Its deployment choices and broad reporting support are relevant where planning and regulatory work need one platform.
Questions
Who makes Vantage Risk and Budgeting Manager?
Fiserv makes the product. Its headquarters are in Milwaukee, Wisconsin, and the company was founded in 1984.
What deployment options are available?
Fiserv offers an in-house software solution or a hosted software-as-a-service deployment.
Does it support budgeting and forecasting?
Yes. It supports top-down and bottom-up budgeting and forecasting workflows.
Can users model scenarios?
Yes. Users can model assumptions and test economic or operational scenarios.
What reporting does it provide?
It offers predefined and custom reports for management and regulatory reporting requirements.
How is data imported?
Users can map, filter and manipulate imported data without requiring IT resources for the load.
Facts from Vantage Risk and Budgeting Manager's own pages
- Budgeting
- Yes · fiserv.com, 21 Sept 2026
- Budgeting and forecasting
- It supports top-down and bottom-up budgeting workflows and helps align financial plans with business strategy. · fiserv.com, 8 Oct 2026
- Core compatibility
- Fiserv describes the solution as core-agnostic in its Del-One Federal Credit Union case study. · fiserv.com, 8 Oct 2026
- 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. · fiserv.com, 8 Oct 2026
- Data import
- The brochure says users can map, filter and manipulate imported data without requiring IT resources for the load. · fiserv.com, 8 Oct 2026
- Data imports
- Users can map, filter and manipulate imported data, and the brochure says this can be done without IT resources. · fiserv.com, 8 Oct 2026
- Deployment
- Fiserv lists on-premises and hosted deployment options. · fiserv.com, 8 Oct 2026
- Forecasting
- Yes · fiserv.com, 21 Sept 2026
- Founded
- 1984 · fiserv.com, 28 Sept 2026
- Headquarters
- Milwaukee, Wisconsin, United States · fiserv.com, 28 Sept 2026
- Integrated tools
- The product includes tools for interest-rate risk, forecasting, planning, profitability, reporting and analysis, and scenario modeling. · fiserv.com, 8 Oct 2026
- Organization support
- The product supports multiple companies, business units and users, with drill-down to lower levels of an organization. · fiserv.com, 8 Oct 2026
- Planning
- The platform supports top-down and bottom-up planning, budgeting and forecasting workflows. · fiserv.com, 8 Oct 2026
- Pricing
- The opened Fiserv product and brochure pages direct prospective customers to contact Fiserv and do not state a price. · fiserv.com, 8 Oct 2026
- Purpose
- Vantage Risk and Budgeting Manager gives financial institutions a unified view of performance and risk exposure for planning and decision-making. · fiserv.com, 8 Oct 2026
- Reporting
- It provides predefined and custom reporting for management and regulatory reporting requirements. · fiserv.com, 8 Oct 2026
- Risk modeling
- The product supports liquidity measurement, income simulation and economic value analysis for asset/liability management. · fiserv.com, 8 Oct 2026
- Scenario analysis
- Users can model assumptions and test economic and operational scenarios to inform capital allocation decisions. · fiserv.com, 8 Oct 2026
- Scenario modeling
- Yes · fiserv.com, 21 Sept 2026
- 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. · fiserv.com, 8 Oct 2026
- 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. · fiserv.com, 8 Oct 2026
- 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. · fiserv.com, 8 Oct 2026
- 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. · fiserv.com, 8 Oct 2026
- Storage
- The brochure describes storage and history capacity as unlimited. · fiserv.com, 8 Oct 2026