Vantage Risk and Budgeting Manager

Drive Performance With Agile and Insightful Forecasting, Budgeting and Risk Management

Financial institutions are investing in budgeting and forecasting technology that enables improved access to relevant information, creates more flexible budgets and accurate forecasts, and enhances strategic decision making with detailed plans and risk models.

Vantage™ Risk and Budgeting Manager from Fiserv can help you achieve your planning, budgeting and reporting objectives by providing accurate data and a flexible tool set to work from. Its easy-to-use features substantially improve your productivity and decision making.

Vantage enables you to make better decisions with a clear view into the risks inherent in your current position and the risks associated with new business volume. It incorporates basic interest-sensitivity assumptions with management's forecasts for account growth and interest rates risk.

With Vantage Risk and Budgeting Manager, you can gain greater insight into the structure and value of your balance sheet decreasing the amount of guesswork when planning strategic moves.

It’s very easy to explain differences in the budget versus projections. You can get it all from Vantage and break it down.

– Kellie Rychwalski, Chief Financial Officer, Del-One Federal Credit Union

Gain a Unified View Into the Key Data Critical to Managing Your Financial Institution


Comprehensive top-down and bottom-up budget development at the responsibility center level

Powerful charting and graphing capabilities to help you quickly transform analysis into effective decisions

Expansive reporting features including predefined and custom reporting that support both management and regulatory reporting requirements

Basic interest rate risk analysis with net economic value calculation

Del-One Federal Credit Union Gains Insights Into Performance With Budgeting Solution

When Del-One decided to move from spreadsheets to an automated budgeting solution for greater consistency and flexibility, the credit union chose Vantage Risk and Budgeting Manager to bring all of the organization’s balance sheet data – asset/liability, budgeting, planning and management reporting – into a single view.

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Want to Grow Your Financial Institution? Change Your Traditional Approach to Budgeting

Learn how to transform budgeting and forecasting to help you gain the insights necessary for informed decisions about financial institution revenue and profitability.

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Making the Case for an Automated Budgeting and Forecasting Solution

Improve the efficiency of your financial planning processes with an automated budgeting and forecasting solution. Use these five steps to build a business case.

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Learn More

Vantage Risk and Budgeting Manager links interdependent business functions to help you make better decisions based on powerful insights.


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