ClearVantageEuclid Technology
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Related Products
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About
Streamline operations, engage members, and grow your revenue with ClearVantage. Powerful and full-featured, ClearVantage by Euclid Technology offers a rich set of cross-cutting tools to efficiently manage and grow your operations, including private social networks, web content management, member self-service, and so much more. Robust functionalities include membership management, product sales and inventory, event management, invoicing and payments, certification management, surveys, email marketing, fundraising, online communities, business intelligence, job boards, among others.
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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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Caters to a range of clients within the membership-based community, such as trade associations, professional societies, medical societies, bar associations, and so much more.
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationEuclid Technology
Founded: 1997
United States
www.euclidtechnology.com
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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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Association Management Features
Chapter Management
Committee Management
Dues Management
Election Management
Email Marketing
Event Management
Financial Management
Fundraising Management
Jobs Board
Member Communities
Member Directory
Member Portal
Membership Management
Website Management
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Investment Management Features
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management
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Integrations
Oasis LMS
Tradewing
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