Vantage Software
About Vantage Software
Vantage Software Pricing
Pricing depends on modules and # users.
Starting price:
$3,000.00 per year
Free trial:
Available
Free version:
Not Available
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Most Helpful Reviews for Vantage Software
1 - 5 of 14 Reviews
Judy
Verified reviewer
Financial Services, 2-10 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed August 2022
Starting out on the right side of fund management
“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.”
PROSA 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.
CONSThere are so many features it is hard to get them all put in and to remember where everything should go.
Reason for choosing Vantage Software
All the other software products were very good at a specific feature but where all missing one piece to the entire fund management cycle. First Rate Vantage had every single thing we needed.
Vendor Response
Thank you Judy. Our customer service team and product documentation will help you to understand all the features of the product. Lot of features are available, based on your need you can choose features.
Replied September 2022
Adam
Financial Services, 2-10 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed December 2023
Customizable Fund Reporting Software
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.
CONSSome specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss.
Reason for choosing Vantage Software
Pricing, flexibility, support all came together for us with Vantage in a way that made sense.
Reasons for switching to Vantage Software
Better reporting customization and easier to send reporting directly to clients from the Vantage interface.
Vendor Response
Thank you Adam for your comments.
Replied December 2023
Connor
Investment Management, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Easy to Use
Easy to pull up investor info and advise based on their situation.
PROSThe ease of use and learning curve is extremely beneficial.
CONSPulling reports can be difficult occasionally
Vendor Response
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.
Replied May 2022
Alex
Real Estate, 201-500 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2019
Alex’s Review
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!
CONSThe 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.
Reason for choosing Vantage Software
Customization and the features within the software fit our needs.
Jason
Financial Services, 11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
I would buy again
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.
PROSCustomer 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.
CONSIt 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.
Reason for choosing Vantage Software
We had a complex IRR true-up based waterfall that I could calculate in Excel. Other vendors really were not coming up with the answer or method of calculation that worked with the level of confidence that I needed. Vantage did, it took some time but we worked with each other to make both of our companies better.