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Informazioni su First Rate Vantage

Vantage Software offre soluzioni complete, ma intuitive per società di investimenti alternative, consentendo loro di gestire le operazioni.

Ulteriori informazioni su First Rate Vantage

Aspetti positivi:

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.

Aspetti negativi:

Pulling reports can be difficult occasionally.

Valutazioni di First Rate Vantage

Punteggio medio

Facilità d'uso
4,7
Servizio clienti
4,9
Caratteristiche
4,7
Rapporto qualità-prezzo
4,8

Lo consiglieresti?

9,1/ 10

First Rate Vantage ha una valutazione complessiva di 4,9 stelle su 5, calcolata sulla base di 18 recensioni degli utenti di Capterra.

Filtra le recensioni (18)

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Hai già usato First Rate Vantage?

Condividi la tua esperienza con altri acquirenti.

Filtra le recensioni (18)

Judy
Judy
Executive Vice President (USA)
Utente LinkedIn Verificato
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Starting out on the right side of fund management

5,0 3 anni fa

Commenti: “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.”

Aspetti positivi:

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.

Aspetti negativi:

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

Risposta di Vantage

2 anni fa

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.

Krunal
Founder (USA)
Mercati dei capitali, Lavoratore autonomo
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Alternative considerate:

Fantastic Tool for users and internal team. Great experience

5,0 6 mesi fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

I think for admin rights they can put all the modules into a single url instead of multiple URLs

Risposta di Vantage

6 mesi fa

Thank you Krunal. It's a pleasure working with you and your team.

Carole
Associate VP, Operations (Israele)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Positive Review of Vantage Software

4,0 4 mesi fa

Commenti: 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.

Aspetti positivi:

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

Aspetti negativi:

The speed in some applications is quite slow.

Adam
Chief Investment Officer (USA)
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

Customizable Fund Reporting Software

5,0 anno scorso

Aspetti positivi:

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.

Aspetti negativi:

Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss.

Risposta di Vantage

anno scorso

Thank you Adam for your comments.

Alex
Senior Accountant (USA)
Proprietà immobiliari, 201-500 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Alternative considerate:

Alex’s Review

5,0 6 anni fa

Aspetti positivi:

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!

Aspetti negativi:

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.

Jason
Director of Finance and Tax (USA)
Servizi finanziari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Alternative considerate:

I would buy again

5,0 5 anni fa

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Phil
Head of Technical Admin (UK)
Circuiteria, 51-200 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Vantage Software

5,0 7 mesi fa

Aspetti positivi:

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

Aspetti negativi:

Search features, printing was difficult

Jun
Accounting Assistant (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Vantage Review

5,0 4 mesi fa

Aspetti positivi:

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

Aspetti negativi:

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

Preety
Chief Financial Officer (USA)
Gestione degli investimenti, 501-1.000 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Chief Financial Officer

5,0 3 mesi fa

Commenti: 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.

Aspetti positivi:

It is user friendly and takes care of all the needs of business and investors.

Aspetti negativi:

Nothing so far. I find Vantage software a good software.

Christopher
Portfolio Analyst (USA)
Servizi finanziari, 2-10 dipendenti
Ha utilizzato il software per: 6-12 mesi
Fonte della recensione

Bright Equities

5,0 2 anni fa

Commenti: I have been very pleased with the client service experience and the software’s ability to enrich our business.

Aspetti positivi:

The software provides a streamline approach for reporting, tracking investments and communicating with clients.

Aspetti negativi:

The most difficult feature to set up is the contact and investor mapping.

Risposta di Vantage

2 anni fa

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.

Ahsan
Principal (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Thank you from DPEG

5,0 2 anni fa

Commenti: 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.

Aspetti positivi:

Software was easy to use and investors got used to it very quickly. The UX was friendly enough for everyone.

Aspetti negativi:

Aesthetically, it was not the BEST looking portal. It looked pretty dated.

Risposta di Vantage

2 anni fa

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.

Ola
Investor Relations Manager (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Awesome Service

5,0 3 anni fa

Aspetti positivi:

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

Aspetti negativi:

This software gives us the rest of mind and transparency in dealing with our partners.

Risposta di Vantage

3 anni fa

Thank you Ola

Jessica
Director of Investor Relations (USA)
Proprietà immobiliari, 11-50 dipendenti
Ha utilizzato il software per: Più di 1 anno
Fonte della recensione

Great CRM software

5,0 6 anni fa

Aspetti positivi:

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.

Aspetti negativi:

There 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 :).

Julie
Real Estate Coordinator (USA)
Proprietà immobiliari, 2-10 dipendenti
Ha utilizzato il software per: Più di 2 anni
Fonte della recensione

Vantage Review

5,0 6 anni fa

Commenti: 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.

Aspetti positivi:

Very 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.

Aspetti negativi:

I really don't have a negative to give on the software.

Destinee
IR Manager (USA)
Proprietà immobiliari, 201-500 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Vantage Software

5,0 3 anni fa

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

Aspetti positivi:

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

Aspetti negativi:

The 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.

Risposta di Vantage

3 anni fa

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.

Connor
Investor Relations Analyst (USA)
Gestione degli investimenti, 201-500 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Easy to Use

4,0 3 anni fa

Commenti: Easy to pull up investor info and advise based on their situation.

Aspetti positivi:

The ease of use and learning curve is extremely beneficial.

Aspetti negativi:

Pulling reports can be difficult occasionally

Risposta di Vantage

3 anni fa

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.

Kayla
Fund Accountant (USA)
Proprietà immobiliari, 51-200 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Vantage is a Great Software

5,0 6 anni fa

Aspetti positivi:

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

Aspetti negativi:

Some small glitches do happen (as with any software) - but these are always fixed very efficiently.

Todd
Managing Partner (USA)
Gestione degli investimenti, 2-10 dipendenti
Ha utilizzato il software per: 1-5 mesi
Fonte della recensione

Solid software

5,0 6 anni fa

Aspetti positivi:

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.

Aspetti negativi:

Takes time to understand the functionality; be sure to document your processes;