ClearVantage

ClearVantage

Euclid Technology
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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.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Private equity, venture capital, and real estate professionals seeking a comprehensive fund lifecycle and private investment reporting solution.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Euclid Technology
Founded: 1997
United States
www.euclidtechnology.com

Company Information

First Rate Vantage
Founded: 1999
United States
vantage-software.com/about-us/

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Categories

Categories

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

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

Integrations

Oasis LMS
Tradewing

Integrations

Oasis LMS
Tradewing
Claim ClearVantage and update features and information
Claim ClearVantage and update features and information
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Claim First Rate Vantage and update features and information