First Rate Vantage Description
First Rate, a leader in financial technology and services for the wealth management industry, recently purchased Vantage Software to expand its market and global impact. First Rate Vantage provides private equity, venture capital and real estate advisors a single source of truth for managing a fund's life cycle and reporting on private investments. This includes deal flow management, partnership accounting and investor reporting. Click the box below to find out how Vantage can assist you!
First Rate Vantage Alternatives
Allvue
Allvue Systems, a leader in investment management solutions, is available to fund managers, investors, and administrators within the alternative investments industry. We offer flexible, innovative investment software that removes barriers between people, information, systems, and people. This optimizes decision making and streamlines processes to meet investor requirements across private equity, private debt, and other alternative asset types.
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Dynamo Software
Dynamo brings the moving pieces that go into smart, successful alternative investment management into one integrated, configurable platform. All of our modules can work together on one technology stack to build one centralized, automated, and comprehensive platform for private equity and venture capital funds, real estate investment firms, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. Dynamo does the heavy lifting and automates repetitive and manual processes with configurable dashboards, workflows, and reports. This way, your team can focus efforts on the human touch and insights that make your firm succeed. Dynamo’s long-tenured Client Services and Support team is committed to delivering excellence and ongoing wins as you embrace the platform for your unique business needs.
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PackHedge™
PackHedge™, the world's leading investment industry solution, is the best for Alternative/Hedge funds and Private Equity funds. It also works with traditional/mutual funds as well as many other investment instruments (UCITS. ETF. Equities. Real Estate. Forwards. Currencies. empowering quantitative and qualitative research and analysis, risk analysis, stress testing, scenario analysis, exposure analysis, contribution and attribution analysis, asset allocation, portfolio construction and management, shadow accounting for portfolios, managed accounts and funds of funds, with liquidity and cash flow forecasting/analysis, due diligence, document management, workflow, CRM (client relationship management), compliance, KYC and financial innovation.
A collection of state-of-the-art modular software tools integrated into a single platform. This allows for unmatched data management models for multi-source, multiple-frequency, and multilingual qualitative and quantitative data.
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ParrotPolls
ParrotPolls allows you to ask your team a question about their satisfaction in the workplace and then continue collecting answers. An optional comment text and a scale are used to provide the answer. These answers are provided for a quick overview. Anyone can vote if they have the link. Anyone with a voting link can also access the answers. ParrotPolls makes it easy to see what moves your team. Every week is different because there are always new developments. ParrotPolls is anonymous, fast, and safe. Your team can write about how things are going, or rate the work environment using an emoji. One question, one click, one sentence, no lengthy survey. The feedback is honest because it's anonymous. Everyone can see the current mood at any time. Transparency is the foundation for improvement. You can see how the mood is changing and what it is like right now. ParrotPolls provides the foundation to improve your team.
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Pricing
Free Trial:
Yes
Integrations
No Integrations at this time
Company Details
Company:
First Rate Vantage
Year Founded:
1999
Headquarters:
United States
Website:
vantage-software.com/about-us/
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
In Person
Customer Support
Phone Support
First Rate Vantage Features and Options
Investment Management Software
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
First Rate Vantage Lists
First Rate Vantage User Reviews
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