Very flexible and allows to withdraw and depost money quite fast.

I cannot think of anything I would dislike about it.

You do not remove inactive strategies, you have no rules for poor performing strategies, which doesn't benefit the platform at all.

Nice application for managing funds with multiple coins in them. Nice way to distribute the risk.

The transparency of costs, top performers. Many crypto options and great customer service.

Get a look behind the curtain of what goes on with other investors. Even better; instanly copy their strategy and trust in their knowledge to grow your money.

Lack of pro activity and specific advise to learners like myself. I think I lost many opportunities to have been in profit by now, but I am still in a negative situation.

Graphs show first impression. Maybe the small amount of detail like performance indicators and co make it so nice to use.

I can grow my investments with minimal effort, copy option is great.

UX and UI are very nice. The simplicity of the system is very nice.

I think it's one of the best products on the market when it comes to ease of use for beginners, although it comes with higher fees than pretty much any CEX.

Overall experience is great, much more used than other platforms.

How easy it is to use it, even for a crypto illiterate like me.

A lot of products and help feateurs to bust profit.

I love the ease of use and will continue to use it.

There's literally verified strategies that have gone over a year of radio silence and no restructures and they still have the tag. Why the double standards.

There is no automated password reset. One must manually change the password for a user.

The business support we receive through Vantage is great. They solve any issues very quickly and provide help very quickly as well.

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.

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

Pulling reports can be difficult occasionally.

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

The ease of use and learning curve is extremely beneficial.

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.

It can be difficult to learn processes to make all parts of the system work together.

The portal has a lot features that make it easy for them to receive secure documents via upload or through email.

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

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.

User friendly back end and excellent support and turn around time for implementing new features and tweaking reports.

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

Pound Sterling

ICONOMI is a crypto portfolio management platform that enables users to invest in cryptocurrencies and manage crypto investment strategies through diversified portfolios. The solution connects to various exchanges and takes into account real-time market movements. It provides several rules-based trading strategies, including stop-loss, take-profit, price-based, and time-based rules. Additionally, investors can also track the performance of their portfolio through asset health, historical charts, and rebalance history.

LongDescription

Real Time Data

Multi-Coin Support

Cryptocurrency Sending & Receiving

For Investors & Traders

Fee Collection

Transaction History

Portfolio Management

Risk Assessment

Public Dashboards

Digital Asset Management

For Investment Advisors

Mobile Access

Performance Metrics

Portfolio Rebalancing

Visual Analytics

Alerts/Notifications

Investment Management

Investments Tracking

Dashboard

Reporting/Analytics

Trend Analysis

Fund Management

Client Management

For Traders

Online Trading

Fee Calculation & Posting

Fee Management

Payroll & Commissions

Email/Help Desk

FAQs/Forum

Knowledge Base

Chat

2-10

11-50

ICONOMI

Live Online

Webinars

Documentation

US Dollar

FIRST RATE VANTAGE is a comprehensive investor portal, portfolio, and partnership accounting solution for alternative investment firms. Strengths are in meeting the investment accounting and reporting needs of private equity, real estate, and venture capital firms.

OVERVIEW
First Rate Vantage Insight is an investor portal and business intelligence platform for intuitive graphical reporting and performance analysis of investment activities in one central hub. Insight aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis and can provide near real-time communication between investor and manager, allowing a firm to communicate clearly and intuitively to their clients. 
First Rate Vantage Investor provides partnership accounting to manage all the complex transactions and accounting from both GP and LP perspectives and for all types of single and multi-class partnerships. Investor allows the gaining and retention of confidence of clients by providing accurate reporting in addition to powerful document and relationship management capabilities.
First Rate Vantage Portfolio Accounting provides up-to-the-minute transactions, valuation tracking, performance, risk, and many other statistics at your investors’ fingertips. This enables general partners to intuitively manage and monitor portfolio investments and fund-of-fund accounting while performing investment analysis and reporting at every step during the investment life cycle.
First Rate Vantage Deal Flow manager streamlines the stages of a deal, enhances due diligence, reduces costs, and expedites the deal ?ow process. Effective deal flow management means the difference between missing an opportunity and landing a lucrative investment. Deal Flow gives investment professionals the tools needed to not only analyze potential investments and investors, but also to gain efficient collaboration among deal team members.
First Rate’s Vantage Fundraising portal automates investor onboarding by reducing clerical errors, speeding funding, and ensuring compliance with KYC (Know Your Customer) requirements. Fundraising will help you to raise capital faster by streamlining your marketing, document preparation, data room, and document signing processes.

First Rate Vantage stands out in a crowded alternative investment systems world in several ways:
Client service – We have a 98% client retention rate. You will always get someone on the phone and if submitting a problem, you will receive a response quickly – usually within hours. Our clients regularly serve as references, and we’re happy to provide these.
Resources – First Rate Inc. offers the support to grow our product and support clients with excellence. We’re also nimble enough to address client requests and maintain close relationships – a hallmark of our history.
Pricing -  Our solutions are priced so that even small-to-midsize firms can stop using Excel and QuickBooks and start using a true investment accounting and reporting system – First Rate Vantage.

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