First Rate Vantage 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

First Rate Vantage

4.9

(18)

Pricing

Starting at $3,000.00 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,...

First Rate Vantage Screenshots

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

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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
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
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 Data
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

First Rate Vantage User Reviews

Overall Rating

4.9

Ratings Breakdown

89%

11%

Secondary Ratings

Ease of Use

4.7

Value for money

4.8

Customer support

4.9

Functionality

4.7

Judy E.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

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.”

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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

Krunal P.

Verified reviewer

Capital Markets

Self-Employed

Used daily for less than 6 months

Review source

Reviewed August 2024

Fantastic Tool for users and internal team. Great experience

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

Value for money

Customer support

Functionality

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

Carole H.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Reviewed October 2024

Positive Review of Vantage Software

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

Value for money

Customer support

Functionality

Pros:

Wonderful customer support and the team is very flexible with making customized software updates.

Cons:

The speed in some applications is quite slow.

Adam W.

Verified reviewer

Financial Services

2-10 employees

Used weekly for more than 2 years

Review source

Reviewed December 2023

Customizable Fund Reporting Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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 B.

Verified reviewer

Real Estate

201-500 employees

Used daily for less than 2 years

Review source

Reviewed May 2019

Alex’s Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Jason H.

Verified reviewer

Financial Services

11-50 employees

Used weekly for more than 2 years

Review source

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Phil K.

Verified reviewer

Computer Hardware

51-200 employees

Used daily for more than 2 years

Review source

Reviewed July 2024

Vantage Software

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use, everything in one place so you know where it is.

Cons:

Search features, printing was difficult

Jun F.

Verified reviewer

Real Estate

2-10 employees

Used monthly for more than 2 years

Reviewed October 2024

Vantage Review

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Portal ease of use and information are presented in a way that is easy to understand.

Cons:

Nothing comes to mind, whenever there is an issue is resolved, their team is always ready to help.

Preety M.

Verified reviewer

Investment Management

501-1000 employees

Used monthly for less than 12 months

Reviewed October 2024

Chief Financial Officer

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

Value for money

Customer support

Functionality

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.

Ahsan D.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed September 2022

Thank you from DPEG

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

Value for money

Customer support

Functionality

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

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