--- title: "First Rate Vantage Software Reviews, Demo & Pricing - 2026" description: "Review of First Rate Vantage Software: system overview, features, price and cost information. Get free demos and compare to similar programs." source_url: "https://www.softwareadvice.com/investment-management/vantage-software-profile/" page_type: "product" language: "en" --- [Home](https://www.softwareadvice.com/) / [Fund Accounting Software](https://www.softwareadvice.com/accounting/fund-accounting-software-comparison/) / First Rate Vantage Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/373670-Investor-Portal/reviews/) # First Rate Vantage Review From $3,000/year Free trial 1 plan Wondering if First Rate Vantage is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview First Rate Vantage 4.9 [(18)](https://www.softwareadvice.com/product/373670-Investor-Portal/reviews/) Pricing Starting at $3,000.00 per feature per year ### About First Rate Vantage 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. 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 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. Do you work for First Rate Vantage? [Manage this product listing](https://www.g2.com/products/first-rate-vantage/claim_requests/new?auto=true) Wondering if First Rate Vantage is right for your organization? Our Fund Accounting Software selection experts can help you in 15 minutes or less. ## First Rate Vantage User Interface ## Popular First Rate Vantage Alternatives Main Product First Rate Vantage 4.9 [(18)](https://www.softwareadvice.com/product/373670-Investor-Portal/reviews/) Ratings Breakdown - 4.67Ease of use - 4.76Value for money - 4.89Customer support - 4.72Functionality Pricing Starting at $3000.00 per year Get Price Alternative Product [Morningstar Direct](https://www.softwareadvice.com/product/526658-Morningstar-Direct/) 4.1 [(278)](https://www.softwareadvice.com/product/526658-Morningstar-Direct/reviews/) Ratings Breakdown - 3.65Ease of use - 3.82Value for money - 4.14Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [Macabacus](https://www.softwareadvice.com/accounting/macabacus-profile/) 4.7 [(85)](https://www.softwareadvice.com/accounting/macabacus-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.58Value for money - 4.34Customer support - 4.72Functionality Pricing Starting at $200.00 per year Get Price Alternative Product [Allvue](https://www.softwareadvice.com/equity-management/allvue-profile/) 5.0 [(1)](https://www.softwareadvice.com/equity-management/allvue-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 4.0Customer support - 5.0Functionality Pricing Starting at $1.00 per year Get Price Alternative Product [Plaid](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/) 4.4 [(109)](https://www.softwareadvice.com/financial-services/plaid-for-lending-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.40Value for money - 4.30Customer support - 4.47Functionality Pricing Available upon request Get Price Alternative Product [Bob Finance](https://www.softwareadvice.com/product/191104-Mosaic/) 4.8 [(58)](https://www.softwareadvice.com/product/191104-Mosaic/reviews/) Ratings Breakdown - 4.60Ease of use - 4.56Value for money - 4.95Customer support - 4.53Functionality Pricing Available upon request Get Price ## First Rate Vantage Pricing and Plans Starting price: $3,000.00 per year Free Trial Free Version Basic $3,000.00 per feature, per year No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## First Rate Vantage Features - Popular features found in Fund Accounting Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Budgeting/Forecasting Expense Tracking Financial Reporting Income & Balance Sheet Partnership Accounting Payroll Management Real-Time Reporting - More features of First Rate Vantage Accounting Accounting Integration Activity Dashboard Activity Tracking Ad hoc Reporting Alerts/Notifications API Audit Trail Cash Flow Analysis Cash Flow Management Client Management Client Portal Consolidation/Roll-Up Contact Database Contact Management Critical Date Alerts CRM Customizable Reports Customizable Templates Dashboard Dashboard Creation Data Import/Export Data Visualization Deal Management Document Management Fee Management Financial Analysis Financial Management For Investment Advisors For Investors & Traders Fund Management Investments Tracking Mobile Access Multi-Currency Performance Metrics Portfolio Management Real-Time Analytics Real-Time Data Real-Time Monitoring Real-Time Notifications Reminders Reporting/Analytics Reporting & Statistics Self Service Portal Self-Service Reporting Third-Party Integrations Visual Analytics ## First Rate Vantage Integrations Microsoft Outlook Integration rated undefined from -1 review ## First Rate Vantage User Reviews ## First Rate Vantage customer ratings - Overall rating: 4.9/5 - Total reviews: 18 ### Rating distribution - 5 stars: 16 reviews (89%) - 4 stars: 2 reviews (11%) - 3 stars: 0 reviews (0%) - 2 stars: 0 reviews (0%) - 1 star: 0 reviews (0%) ### Secondary ratings - Ease of use: 4.7/5 - Value for money: 4.8/5 - Customer support: 4.9/5 - Functionality: 4.7/5 --- ### Starting out on the right side of fund management - Overall rating: 5/5 - Reviewer: Judy E. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used daily for less than 12 months - Reviewed: August 2022 - Review source details: This review was submitted organically. No incentive was offered “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.” #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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. #### Cons There are so many features it is hard to get them all put in and to remember where everything should go. #### Reasons for choosing First Rate Vantage 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 --- ### Fantastic Tool for users and internal team. Great experience - Overall rating: 5/5 - Reviewer: Krunal P. - Verified reviewer: Yes - Industry: Capital Markets - Company size: Self-Employed - Product usage: Used daily for less than 6 months - Reviewed: August 2024 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons I think for admin rights they can put all the modules into a single url instead of multiple URLs #### Reasons for choosing First Rate Vantage Has all the features I wanted compared to others. Its very cost effective and easy to use once you are trained. #### Vendor response Thank you Krunal. It's a pleasure working with you and your team. Replied August 2024 --- ### Positive Review of Vantage Software - Overall rating: 4/5 - Reviewer: Carole H. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 4/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros Wonderful customer support and the team is very flexible with making customized software updates. #### Cons The speed in some applications is quite slow. --- ### Customizable Fund Reporting Software - Overall rating: 5/5 - Reviewer: Adam W. - Verified reviewer: Yes - Industry: Financial Services - Company size: 2-10 employees - Product usage: Used weekly for more than 2 years - Reviewed: December 2023 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 4/5 #### Pros 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. #### Cons Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss. #### Reasons for choosing First Rate Vantage Pricing, flexibility, support all came together for us with Vantage in a way that made sense. #### Reasons for switching to First Rate Vantage 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 --- ### Alex’s Review - Overall rating: 5/5 - Reviewer: Alex B. - Verified reviewer: Yes - Industry: Real Estate - Company size: 201-500 employees - Product usage: Used daily for less than 2 years - Reviewed: May 2019 - Review source details: This review was submitted organically. No incentive was offered #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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! #### Cons 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. #### Reasons for choosing First Rate Vantage Customization and the features within the software fit our needs. --- ### I would buy again - Overall rating: 5/5 - Reviewer: Jason H. - Verified reviewer: Yes - Industry: Financial Services - Company size: 11-50 employees - Product usage: Used weekly for more than 2 years - Reviewed: May 2020 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 4/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros 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. #### Cons 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. #### Reasons for choosing First Rate Vantage 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. --- ### Vantage Software - Overall rating: 5/5 - Reviewer: Phil K. - Verified reviewer: Yes - Industry: Computer Hardware - Company size: 51-200 employees - Product usage: Used daily for more than 2 years - Reviewed: July 2024 - Review source details: This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 3/5 - Customer support: 3/5 - Functionality: 5/5 #### Pros Easy to use, everything in one place so you know where it is. #### Cons Search features, printing was difficult --- ### Thank you from DPEG - Overall rating: 5/5 - Reviewer: Ahsan D. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: September 2022 - Review source details: This review was submitted organically. No incentive was offered 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros Software was easy to use and investors got used to it very quickly. The UX was friendly enough for everyone. #### Cons Aesthetically, it was not the BEST looking portal. It looked pretty dated. #### Vendor response Thank you Ahsan for your feedback. Your team is in v5.5, now our latest version is v7.5. Once the upgrade is done, your portal will have the latest feature and new look. Replied October 2022 --- ### Chief Financial Officer - Overall rating: 5/5 - Reviewer: Preety M. - Verified reviewer: Yes - Industry: Investment Management - Company size: 501-1000 employees - Product usage: Used monthly for less than 12 months - Reviewed: October 2024 - Review source details: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. 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. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros It is user friendly and takes care of all the needs of business and investors. #### Cons Nothing so far. I find Vantage software a good software. --- ### Awesome Service - Overall rating: 5/5 - Reviewer: Ola A. - Verified reviewer: Yes - Industry: Real Estate - Company size: 11-50 employees - Product usage: Used daily for more than 2 years - Reviewed: October 2021 - Review source details: This reviewer was invited by the software vendor to submit an honest review. #### Ratings breakdown - Ease of use: 5/5 - Value for money: 5/5 - Customer support: 5/5 - Functionality: 5/5 #### Pros The comfort and easy login for all our investors. Great tool for our company to manage all our partners investment. #### Cons This software gives us the rest of mind and transparency in dealing with our partners. #### Vendor response Thank you Ola Replied May 2022 --- Showing 1 - 10 of 18 Reviews [See All Reviews](https://www.softwareadvice.com/product/373670-Investor-Portal/reviews/) ## Other Top Recommended Fund Accounting Software [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (718) Recently recommended **141** times [Striven](https://www.softwareadvice.com/project-management/striven-profile/) **4.8** (130) Recently recommended **82** times [Fund EZ](https://www.softwareadvice.com/accounting/fundez-nonprofit-accounting-profile/) **4.4** (25) Recently recommended **21** times [Aplos](https://www.softwareadvice.com/nonprofit/aplos-profile/) **4.4** (188) Recently recommended **19** times Stuck Between Options? 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