--- description: Review of First Rate Vantage Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: First Rate Vantage | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Financial Reporting Software](/directory/1904/financial-reporting/software) > [First Rate Vantage](/software/373670/vantage-software) # First Rate Vantage Canonical: https://www.softwareadvice.co.nz/software/373670/vantage-software Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/373670/vantage-software?page=2) > First Rate Vantage is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity, real estate, and venture capital firms. First Rate Vantage Insight is an investor portal and business intelligence platform for intuitive graphical reporting and performance analysis of investment activities in one central hub. Insight aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis and can provide near real-time communication between investor and manager, allowing a firm to communicate clearly and intuitively to their clients. First Rate Vantage Investor provides partnership accounting to manage all the complex transactions and accounting from both GP and LP perspectives and for all types of single and multi-class partnerships. Investor allows the gaining and retention of confidence of clients by providing accurate reporting in addition to powerful document and relationship management capabilities. First Rate Vantage Portfolio Accounting provides up-to-the-minute transactions, valuation tracking, performance, risk, and many other statistics at your investors’ fingertips. This enables general partners to intuitively manage and monitor portfolio investments and fund-of-fund accounting while performing investment analysis and reporting at every step during the investment life cycle. First Rate Vantage Deal Flow manager streamlines the stages of a deal, enhances due diligence, reduces costs, and expedites the deal process. Effective deal flow management means the difference between missing an opportunity and landing a lucrative investment. Deal Flow gives investment professionals the tools needed to not only analyze potential investments and investors, but also to gain efficient collaboration among deal team members. First Rate’s Vantage Fundraising portal automates investor onboarding by reducing clerical errors, speeding funding, and ensuring compliance with KYC (Know Your Customer) requirements. Fundraising will help you to raise capital faster by streamlining your marketing, document preparation, data room, and document signing processes. > > Verdict: Rated **4.9/5** by 18 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 18 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Vantage - **Location**: Dedham, US - **Founded**: 1999 ## Commercial Context - **Starting Price**: US$3,000.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: Pricing depends on modules and \# users. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Germany, New Zealand, Singapore, Switzerland, United Arab Emirates, United Kingdom, United States ## Features - API - Accounting - Accounts Receivable - Activity Dashboard - Activity Tracking - Ad hoc Reporting - Alerts/Notifications - Audit Trail - CRM - Cash Flow Analysis - Cash Flow Management - Client Management - Client Portal - Consolidation/Roll-Up - Contact Database - Contact Management - Critical Date Alerts - Customisable Reports - Customisable Templates - Dashboard ## Integrations (1 total) - Microsoft Outlook ## Support Options - Email/Help Desk - Knowledge Base - Phone Support ## Category - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) ## Related Categories - [Financial Reporting Software](https://www.softwareadvice.co.nz/directory/1904/financial-reporting/software) - [Fund Accounting Software](https://www.softwareadvice.co.nz/directory/275/fund-accounting-software/software) - [Investment Management Software](https://www.softwareadvice.co.nz/directory/4566/investment-management/software) ## Alternatives 1. [Morningstar Direct](https://www.softwareadvice.co.nz/software/526658/Morningstar-Direct) — 4.1/5 (251 reviews) 2. [Agora](https://www.softwareadvice.co.nz/software/367676/agora) — 4.5/5 (12 reviews) 3. [DealCheck](https://www.softwareadvice.co.nz/software/224233/dealcheck) — 4.8/5 (38 reviews) 4. [Human Interest](https://www.softwareadvice.co.nz/software/240185/human-interest) — 4.0/5 (36 reviews) 5. [Backstop](https://www.softwareadvice.co.nz/software/127096/backstop) — 4.3/5 (46 reviews) ## Reviews ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10 August 2022* | Financial Services | Recommendation rating: 10.0/10 > > **Pros**: A fund can be totally managed from this single software. Also, any extras or things I needed the software to do they added. Their customer service and implementation are very personal and on a one-on-one basis. > > **Cons**: There are so many features it is hard to get them all put in and to remember where everything should go. > > “The First Rate Vantage tool and the customer service is exceptional. We recommend starting your fund the right way with technology on your side and that technology should be First Rate Vantage.” ----- ### "Fantastic Tool for users and internal team. Great experience" — 5.0/5 > **Krunal** | *15 August 2024* | Capital Markets | Recommendation rating: 10.0/10 > > **Pros**: I like the full end-to-end features for fund management. They can manage multiple variety of fund scenarios and investor scenarios. The system provides flexibility. > > **Cons**: I think for admin rights they can put all the modules into a single url instead of multiple URLs > > Vantage is an excellent partner to enhance the credibility and growth of my investment firm. Their tool provides every detailed KPI for my customers and has created a one stop platform to review existing and new investment opportunities. The modules for internal usage are intuitive and easy to use. It provides a lot of functionality and data to manage the day to day business portion of the funds. Their implementation team is very strong and configures the system to my needs. They have created the system to provide a lot of variety and options, which ensures an accurate reflection on my business. The team goes above and beyond expectations to ensure my system is frictionless for my customers and my internal team. They think a lot about ease of use for the users and have innovative ideas to enhance my brand. I am excited about all the new modules and features they are creating\! I cannot wait to continue to grow my relationship with Vantage. ----- ### "Positive Review of Vantage Software" — 4.0/5 > **Carole** | *21 October 2024* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Cons**: The speed in some applications is quite slow. > > Overall, my experience has been good. The team are really great in assisting this customized software updates and they are very responsive when we face any issues with the system. ----- ### "Customizable Fund Reporting Software" — 5.0/5 > **Adam** | *4 December 2023* | Financial Services | Recommendation rating: 8.0/10 > > **Pros**: Great customer service and 1:1 support offered. Our Account Rep is fast to reply and able to deploy development resources to further customize our dashboard as needed (both for our own internal reporting and for client-specific requests). Vantage is very flexible in terms of supporting us, which is appreciated. > > **Cons**: Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss. ----- ### "Alex’s Review" — 5.0/5 > **Alex** | *1 May 2019* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Overall, I like all the applications that come with the software. We are able to provide all the necessary numbers to our investors and even take it a step further by showing our properties with images. The portal has a lot features that make it easy for them to receive secure documents via upload or through email. Before we got this software we used to track everything in excel and send statements in PDF. Now we have professional statements that are easy to read and look great\! The support team is extremely helpful and answer questions fast. Our investors are often impressed. I would highly recommend this software\! > > **Cons**: The only thing I would say that I don’t like is certain placement of save buttons and drop downs in the back end. I don’t have too many negatives. ----- Page: 1 / 2\ Next: [Next page](https://www.softwareadvice.co.nz/software/373670/vantage-software?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/373670/vantage-software) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data