First Rate Vantage

Starting out on the right side of fund management

Kommentare: “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.”

Vorteile:

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.

Nachteile:

There are so many features it is hard to get them all put in and to remember where everything should go.

Customizable Fund Reporting Software

Vorteile:

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.

Nachteile:

Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss.

Positive Review of Vantage Software

Kommentare: 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.

Vorteile:

Wonderful customer support and the team is very flexible with making customized software updates.

Nachteile:

The speed in some applications is quite slow.

Fantastic Tool for users and internal team. Great experience

Kommentare: 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.

Vorteile:

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.

Nachteile:

I think for admin rights they can put all the modules into a single url instead of multiple URLs

Alex’s Review

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.

I would buy again

Kommentare: Over all my experience was fantastic. The system did exactly what I needed it to do and any problems that arose were dealt with quickly and resolved efficiently.

Vorteile:

Customer Support is Incredible, Vantage will do everything possible to help and make sure it is working. It calculated correctly and saved me personally an immense amount of time. Running waterfalls and creating statements went from weeks of process and checking to days.

Nachteile:

It can be difficult to learn processes to make all parts of the system work together. Vantage will work with you as long as it takes for you to learn the process where you are self sufficient, and even then when you forget something they will help.

Vantage Software

Vorteile:

Easy to use, everything in one place so you know where it is.

Nachteile:

Search features, printing was difficult

Vantage Review

Vorteile:

Portal ease of use and information are presented in a way that is easy to understand.

Nachteile:

Nothing comes to mind, whenever there is an issue is resolved, their team is always ready to help.

Chief Financial Officer

Kommentare: I have been using Vantage software for close to a year and found it quick to learn & easy to use. The system is secured with suitable controls in places. The team is super helpful and respond to all our requirements promptly.

Vorteile:

It is user friendly and takes care of all the needs of business and investors.

Nachteile:

Nothing so far. I find Vantage software a good software.

Bright Equities

Kommentare: I have been very pleased with the client service experience and the software’s ability to enrich our business.

Vorteile:

The software provides a streamline approach for reporting, tracking investments and communicating with clients.

Nachteile:

The most difficult feature to set up is the contact and investor mapping.

Thank you from DPEG

Kommentare: Working with Vantage Software over the past many years was great. The team was good about notifying us about routine maintenance and incorporating product feedback.

Vorteile:

Software was easy to use and investors got used to it very quickly. The UX was friendly enough for everyone.

Nachteile:

Aesthetically, it was not the BEST looking portal. It looked pretty dated.

Awesome Service

Vorteile:

The comfort and easy login for all our investors. Great tool for our company to manage all our partners investment.

Nachteile:

This software gives us the rest of mind and transparency in dealing with our partners.

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 :).

Vantage Review

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.

Vantage Software

Kommentare: Overall, my experience has been outstanding thanks to our Vantage rep.

Vorteile:

I like how robust the software is, considering almost all things related to investor management.

Nachteile:

The interface could use an update. Sometimes currency data defaults to nothing when making updates or changes to a contact or investor profile. Also, cannot always tell when certain changes have been saved or updated, but really minor things that could make a big difference.

Easy to Use

Kommentare: Easy to pull up investor info and advise based on their situation.

Vorteile:

The ease of use and learning curve is extremely beneficial.

Nachteile:

Pulling reports can be difficult occasionally

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.

Solid software

Vorteile:

Customer support is exceptional; quick response time; willing to help anytime it is needed; walk-through and step-by-step training available. Support developed a specifically tailored report which was well received by our investors.

Nachteile:

Takes time to understand the functionality; be sure to document your processes;