--- description: Detaillierte Informationen über First Rate Vantage zu Benutzerfreundlichkeit, Funktionen, Kosten, Vor- und Nachteilen aus verifizierten Nutzer-Erfahrungen. Lies Ratings & Bewertungen und entdecke ähnliche Tools. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: First Rate Vantage Erfahrungen, Vor- und Nachteile – Capterra Deutschland 2026 --- Breadcrumb: [Startseite](/) > [Anlagenverwaltung Software](/directory/20010/investment-management/software) > [First Rate Vantage](/software/179626/investor-portal) # First Rate Vantage Canonical: https://www.capterra.com.de/software/179626/investor-portal Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/179626/investor-portal?page=2) > Vantage Software bietet umfassende, aber intuitive Lösungen für alternative Wertpapierfirmen zur Verwaltung ihrer Geschäfte. > > Bewertung: **4.9/5** von 18 Nutzern. Top bewertet für **Weiterempfehlungsquote**. ----- ## Übersicht ### Wer verwendet First Rate Vantage? Private Equity, Venture Capital und Real Estate Private Equity ## Kurzstatistiken und Ratings | Metrik | Bewertung | Detail | | **Gesamt** | **4.9/5** | 18 Nutzerbewertungen | | Bedienkomfort | 4.7/5 | Auf Basis der Gesamtbewertungen | | Kundenbetreuung | 4.9/5 | Auf Basis der Gesamtbewertungen | | Preis-Leistungs-Verhältnis | 4.8/5 | Auf Basis der Gesamtbewertungen | | Funktionen | 4.7/5 | Auf Basis der Gesamtbewertungen | | Empfehlungsprozentsatz | 90% | (9/10 Weiterempfehlungsquote) | ## Über den Anbieter - **Unternehmen**: Vantage - **Region**: Dedham, USA - **Gegründet**: 1999 ## Gewerblicher Kontext - **Startpreis**: 3.000,00 $ - **Preismodell**: (Kostenlose Testversion) - **Zielgruppe**: Selbstständig, 2–10, 11–50, 51–200, 201–500 - **Bereitstellungen und Plattformen**: Cloud, SaaS, webbasiert - **Unterstützte Sprachen**: Englisch - **Verfügbare Länder**: Australien, Deutschland, Kanada, Neuseeland, Schweiz, Singapur, Vereinigte Arabische Emirate, Vereinigte Staaten, Vereinigtes Königreich ## Funktionen - Aktivitäts-Dashboard - Alarmfunktion / Benachrichtigungen - Audit Trail - Berichterstattung / Analyse - Berichterstattung und Statistik - Buchhaltung - CRM - Cashflow-Analyse - Daten-Import / -Export - Dokumentenmanagement - Finanzanalyse - Finanzberichterstattung - Finanzmanagement - Forderungen - Für Investoren & Händler - Investment-Tracking - Konsolidierung / Roll-Up (Reporting) - Kontaktmanagement - Kundenmanagement - Kundenportal - Leistungskennzahlen - Mehrere Währungen - Portfoliomanagement ## Integrationen (1 insgesamt) - Microsoft Outlook ## Optionen für Kundensupport - E-Mail/Helpdesk - Wissensdatenbank - Telefon-Support ## Category - [Anlagenverwaltung Software](https://www.capterra.com.de/directory/20010/investment-management/software) ## Ähnliche Kategorien - [Anlagenverwaltung Software](https://www.capterra.com.de/directory/20010/investment-management/software) - [Fondsbuchhaltung Software](https://www.capterra.com.de/directory/30114/fund-accounting/software) - [Software für Gewerbeimmobilien](https://www.capterra.com.de/directory/31244/commercial-real-estate/software) - [Financial Reporting Software](https://www.capterra.com.de/directory/30050/financial-reporting/software) ## Alternativen 1. [Backstop](https://www.capterra.com.de/software/169054/backstop) — 4.3/5 (46 reviews) 2. [Rundit](https://www.capterra.com.de/software/1015177/rundit) — 4.2/5 (13 reviews) 3. [Allvue](https://www.capterra.com.de/software/122634/allvue-systems) — 5.0/5 (1 reviews) 4. [qashqade](https://www.capterra.com.de/software/1017960/q-fund) — 5.0/5 (3 reviews) 5. [Juniper Square](https://www.capterra.com.de/software/171269/juniper-square) — 4.9/5 (61 reviews) ## Nutzerbewertungen ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10. August 2022* | Finanzdienstleistungen | Empfehlungsbewertung: 10.0/10 > > **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. > > “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* | Kapitalmärkte | Empfehlungsbewertung: 10.0/10 > > **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 > > 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. Oktober 2024* | Immobilien | Empfehlungsbewertung: 7.0/10 > > **Vorteile**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Nachteile**: 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. Dezember 2023* | Finanzdienstleistungen | Empfehlungsbewertung: 8.0/10 > > **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. ----- ### "Alex’s Review" — 5.0/5 > **Alex** | *1. Mai 2019* | Immobilien | Empfehlungsbewertung: 10.0/10 > > **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. ----- Seite: 1 / 2\ Weiter: [Nächste Seite](https://www.capterra.com.de/software/179626/investor-portal?page=2) ## Links - [Auf Capterra anzeigen](https://www.capterra.com.de/software/179626/investor-portal) ## Diese Seite ist in den folgenden Sprachen verfügbar | Sprache | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Strukturierte Daten