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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Enhance your operational efficiency, connect with your members, and increase your income using ClearVantage. Developed by Euclid Technology, ClearVantage is a comprehensive solution equipped with a diverse array of tools designed to effectively oversee and expand your operations, featuring capabilities such as private social networking, web content management, and member self-service options. Its extensive functionalities encompass membership management, product sales and inventory control, event coordination, invoicing and payment processing, certification oversight, survey management, email marketing, fundraising initiatives, online community engagement, business intelligence analytics, job postings, and much more, making it an invaluable asset for any organization looking to thrive. With ClearVantage, you can not only streamline processes but also foster deeper connections with your members.

Description

First Rate, a prominent provider of financial technology and services tailored for the wealth management sector, has recently completed the acquisition of Vantage Software to enhance their market presence and global influence by combining the strengths of both companies. Through First Rate Vantage, private equity, venture capital, and real estate advisors gain access to a unified source of truth for managing the entire life-cycle of a fund, which includes comprehensive reporting on private investments such as deal flow management, partnership accounting, and investor reporting. To discover how Vantage can benefit your operations, please click the appropriate box below! In 2021, recognizing the potential to capitalize on their extensive experience and strong client relationships, First Rate, Inc. took the strategic step to acquire Vantage. For over three decades, First Rate has been committed to delivering cutting-edge solutions and services that enable financial firms to achieve complete transparency, improve operational efficiency, and empower advisors in crafting more insightful and effective investment strategies for their clients. This acquisition marks a significant milestone in First Rate's journey towards innovation and client success.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Oasis LMS

Integrations

Oasis LMS

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Euclid Technology

Founded

1997

Country

United States

Website

www.euclidtechnology.com

Vendor Details

Company Name

First Rate Vantage

Founded

1999

Country

United States

Website

vantage-software.com/about-us/

Product Features

Association Management

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

Product Features

Fund Accounting

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

Investment Management

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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