Related Products
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About
Invest in the same wealth-building opportunities as the ultra-affluent & institutions, now open to you at accessible minimums. Investments in private equity have outpaced their public market equivalents every year since 2000, by an average of 10% more returns. More investors gain access to private markets. Your portfolio should be balanced with a mix of public and private market investments to be set up for better outcomes, with 30% allocated to private markets. Get in the driver’s seat of your financial journey. Pick from varying investment strategies that fulfill different goals, from savings, and retirement to legacy planning. Invest in fractions and build a holistic portfolio. ADDX is constantly transforming private markets. Today, you can build a portfolio for the modern world, diversified with a range of wealth-generating opportunities. Access private markets in fractions, and invest in smaller amounts, to diversify into more opportunities and balance risks and rewards.
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About
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand their market and global impact by leveraging both firms’ capabilities. First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s life-cycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you! In 2021, seeing the opportunity to leverage our years of experience and excellent client relationships, First Rate, Inc. acquired Vantage. For more than 30 years, First Rate has provided innovative solutions and services to help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Institutions and asset companies that require a solution to manage their investing operations and reach private markets
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Audience
Private equity, venture capital, and real estate professionals seeking a comprehensive fund lifecycle and private investment reporting solution.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free
Free Version
Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationADDX
Singapore
addx.co/en/index.html
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Company InformationFirst Rate Vantage
Founded: 1999
United States
vantage-software.com/about-us/
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Categories |
Categories |
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Investment Management Features
Accounting Management
Supported
Benchmarking
Not Supported
Bonds / Stocks
Not Supported
Client Management
Supported
Commodities
Not Supported
Compliance Reporting
Not Supported
Data Import / Export
Not Supported
For Investment Advisors
Not Supported
For Investors & Traders
Not Supported
Fund Management
Supported
Modeling & Simulation
Not Supported
Payroll & Commissions
Not Supported
Performance Metrics
Not Supported
Portfolio Management
Supported
Risk Management
Not Supported
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Integrations
No info available.
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Integrations
No info available.
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