von Vantage5 / 5 6 Bewertungen
Wer nutzt diese Software?
Private Equity, Venture Capital und Real Estate Private Equity
Durchschnittliche Bewertung6 Bewertungen
- Gesamt 5 / 5
- Benutzerfreundlichkeit 4.7 / 5
- Kundenservice 5 / 5
- Funktionen 4.7 / 5
- Preis-Leistungs-Verhältnis 4.8 / 5
- Kostenlose Version Nein
- Kostenlose Testversion Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Gegründet 1999
Über Vantage Software
Vantage Software bietet umfassende, aber intuitive Lösungen für alternative Wertpapierfirmen zur Verwaltung ihrer Geschäfte. Die Kunden verwalten über 1 Billion US-Dollar in Private-Equity-, Venture-Capital- und Immobilienanlagen. Die Spezialisierung liegt auf Investor-Portal- und Accounting-, Reporting-, Kontaktmanagement-, Portfolio-Überwachungs- und Deal-Flow-Lösungen.
Vantage Software Funktionen
- Anleihen / Aktien
- Compliance Berichterstattung
- Für Anlageberater
- Für Investoren & Händler
- Modellierung & Simulation
Die hilfreichsten Reviews für Vantage Software
Bewertet am 1.5.2019
Vorteile: 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!
Nachteile: 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.
Bewertet am 19.7.2019
Great CRM software
Vorteile: My favorite thing about Vantage is the customer service. Our team has been able to make modifications and changes to our investor portal easily. The Vantage team responds to all requests in a timely manner and gives multiple options to whatever change you wish to make. We were able to have specific settings on our Vantage portal to ensure that we could generate specific reports for our different teams - accounting, underwriting etc.
Nachteile: There is no automated password reset. One must manually change the password for a user. However, I believe Vantage is working to change this. Other than that- not many complaints :).
Bewertet am 19.7.2019
Vantage is highly recommended
Vorteile: An easy to use multi currency software, investors can securely track their investments and download important documentation through the investor portal. User friendly back end and excellent support and turn around time for implementing new features and tweaking reports.
Nachteile: Anything that has not worked for us, has been changed to suit our company's requirements. We don't have any cons on this system.
Bewertet am 16.7.2019
Kommentare: It is a great product for an investor and accounting portal and very beneficial for getting accurate information out to clients in a timely fashion.
Vorteile: Very user friendly. Customer service is awesome. Compares very favorably with other investor portal programs I have used. Provides great functionality and features for the price point.
Nachteile: I really don't have a negative to give on the software.
Bewertet am 25.4.2019
Vantage is a Great Software
Vorteile: The business support we receive through Vantage is great. They solve any issues very quickly and provide help very quickly as well.
Nachteile: Some small glitches do happen (as with any software) - but these are always fixed very efficiently.