Was ist 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.
Wer verwendet Vantage Software?
Private Equity, Venture Capital und Real Estate Private Equity
Wo kann Vantage Software bereitgestellt werden?
Cloud, SaaS, webbasiert
Vantage Software – Videos und Bilder
Kosten ähnlicher Produkte wie Vantage Software vergleichen
Vantage Software Funktionen
- Alarmfunktion / Benachrichtigungen
- Berichterstattung und Statistik
- Daten-Import / -Export
- Für Investoren & Händler
- Konsolidierung / Roll-Up (Reporting)
Alternativen für Vantage Software
Bewertungen über Vantage Software
In Betracht gezogene Alternativen:
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!
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.
In Betracht gezogene Alternativen:
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.
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.
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.
Easy to Use
Kommentare: Easy to pull up investor info and advise based on their situation.
The ease of use and learning curve is extremely beneficial.
Pulling reports can be difficult occasionally
Antwort von Vantage
vor 3 Monaten
Thank you Connor for your feedback. We integrated BI solution into our accounting and investor portal to provide interactive visualizations and dashboards capabilities. User can drag and drop to create their desired reports and dashboard.
Great CRM software
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.
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 is highly recommended
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.
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.