Audience

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

About First Rate Vantage

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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Pricing

Free Trial:
Free Trial available.

Integrations

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Ratings/Reviews

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features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Company Information

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

Videos and Screen Captures

First Rate Vantage Screenshot 1
First Rate Vantage Screenshot 1
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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Support
Phone Support

First Rate Vantage Frequently Asked Questions

Q: What kinds of users and organization types does First Rate Vantage work with?
Q: What languages does First Rate Vantage support in their product?
Q: What kind of support options does First Rate Vantage offer?
Q: What type of training does First Rate Vantage provide?
Q: Does First Rate Vantage offer a free trial?

First Rate Vantage Product Features

Fund Accounting

Budgeting & Forecasting
Purchasing & Receiving
Asset Management
Compliance Management
Activity Tracking
General Ledger
Accounts Receivable
Accounts Payable
Bank Reconciliation
Donor Management
Partnership Accounting

Investment Management

Accounting Management
Client Management
Fund Management
Portfolio Management
Benchmarking
Bonds / Stocks
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Risk Management

First Rate Vantage Additional Categories