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.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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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
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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 Not Supported
Purchasing & Receiving Not Supported
Asset Management Not Supported
Compliance Management Not Supported
Activity Tracking Not Supported
General Ledger Not Supported
Accounts Receivable Not Supported
Accounts Payable Not Supported
Bank Reconciliation Not Supported
Donor Management Not Supported
Partnership Accounting Not Supported

Investment Management

Accounting Management Supported
Client Management Supported
Fund Management Supported
Portfolio Management Supported
Benchmarking Not Supported
Bonds / Stocks Not Supported
Commodities Not Supported
Compliance Reporting Not Supported
Data Import / Export Not Supported
For Investment Advisors Not Supported
For Investors & Traders Not Supported
Modeling & Simulation Not Supported
Payroll & Commissions Not Supported
Performance Metrics Not Supported
Risk Management Not Supported

First Rate Vantage Additional Categories