All Vantage Software Reviews
1-14 of 14 Reviews
Sort by
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.
Ahsan
Real Estate, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSSoftware was easy to use and investors got used to it very quickly. The UX was friendly enough for everyone.
CONSAesthetically, 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
Jessica
Real Estate, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2019
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.
CONSThere 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 :).
Carole
Investment Management, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
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.
CONSAnything that has not worked for us, has been changed to suit our company's requirements. We don't have any cons on this system.
Ola
Real Estate, 11-50 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Awesome Service
The comfort and easy login for all our investors. Great tool for our company to manage all our partners investment.
CONSThis software gives us the rest of mind and transparency in dealing with our partners.
Vendor Response
Thank you Ola
Replied May 2022
Destinee
Real Estate, 201-500 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed October 2021
Vantage Software
Overall, my experience has been outstanding thanks to our Vantage rep.
PROSI like how robust the software is, considering almost all things related to investor management.
CONSThe interface could use an update. Sometimes currency data defaults to nothing when making updates or changes to a contact or investor profile. Also, cannot always tell when certain changes have been saved or updated, but really minor things that could make a big difference.
Vendor Response
In our latest version, we provide options to set certain fields as default (ex: Currency). We have planned to rollout the latest changes by early next month. Also, we enable confirmation message/alerts, so user will know records was updated.
Replied May 2022
Julie
Real Estate, 2-10 employees
Used more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed July 2019
Vantage Review
It is a great product for an investor and accounting portal and very beneficial for getting accurate information out to clients in a timely fashion.
PROSVery user friendly. Customer service is awesome. Compares very favorably with other investor portal programs I have used. Provides great functionality and features for the price point.
CONSI really don't have a negative to give on the software.
Christopher
Financial Services, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2023
Bright Equities
I have been very pleased with the client service experience and the software’s ability to enrich our business.
PROSThe software provides a streamline approach for reporting, tracking investments and communicating with clients.
CONSThe most difficult feature to set up is the contact and investor mapping.
Vendor Response
Thank you Chris. It's a pleasure working with you and your team. Regarding investor and contact mapping, allows the users to associate 1 or more contacts to the investors and report distribution preference. If adding multiple contact to investor is time consuming, please try the import option.
Replied February 2023
Kayla
Real Estate, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2019
Vantage is a Great Software
The business support we receive through Vantage is great. They solve any issues very quickly and provide help very quickly as well.
CONSSome small glitches do happen (as with any software) - but these are always fixed very efficiently.
Todd
Investment Management, 2-10 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed April 2019
Solid software
Customer support is exceptional; quick response time; willing to help anytime it is needed; walk-through and step-by-step training available. Support developed a specifically tailored report which was well received by our investors.
CONSTakes time to understand the functionality; be sure to document your processes;