--- description: Scopri le funzionalità di First Rate Vantage, i dettagli del prodotto, chi utilizza il software e quali sono i prodotti suggeriti. Attraverso le recensioni di utenti verificati potrai capire com’è la user experience, l’assistenza post-vendita e molto altro. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: First Rate Vantage - Prezzi, recensioni, informazioni - Capterra Italia 2026 --- Breadcrumb: [Home](/) > [Software di gestione finanziaria](/directory/20010/investment-management/software) > [First Rate Vantage](/software/179626/investor-portal) # First Rate Vantage Canonical: https://www.capterra.it/software/179626/investor-portal Pagina: 1/2\ Avanti: [Pagina successiva](https://www.capterra.it/software/179626/investor-portal?page=2) > Vantage Software offre soluzioni complete, ma intuitive per società di investimenti alternative, consentendo loro di gestire le operazioni. > > Conclusione: valutazione di **4.9/5** stelle assegnate da 18 utenti. Miglior punteggio per il parametro **Lo consiglieresti?**. ----- ## Panoramica ### Chi utilizza First Rate Vantage? Capitale privato, capitale di rischio e capitale provato nel settore immobiliare. ## Statistiche e valutazioni | Parametro | Valutazione | Dettaglio | | **Nel complesso** | **4.9/5** | 18 Recensioni | | Facilità d'uso | 4.7/5 | Sulla base delle recensioni complessive | | Assistenza clienti | 4.9/5 | Sulla base delle recensioni complessive | | Rapporto qualità-prezzo | 4.8/5 | Sulla base delle recensioni complessive | | Funzionalità | 4.7/5 | Sulla base delle recensioni complessive | | Percentuale di raccomandazione | 90% | (9/10 Lo consiglieresti?) | ## Informazioni sul fornitore - **Azienda**: Vantage - **Area geografica**: Dedham, USA - **Anno di fondazione**: 1999 ## Contesto commerciale - **Prezzo di partenza**: 3000,00 USD - **Modello tariffario**: (Versione di prova gratuita (free trial)) - **Pubblico target**: Lavoratore autonomo, 2-10, 11-50, 51-200, 201-500 - **Implementazione e piattaforme**: Cloud, SaaS, Web - **Lingue supportate**: inglese - **Paesi disponibili**: Australia, Canada, Emirati Arabi Uniti, Germania, Nuova Zelanda, Regno Unito, Singapore, Stati Uniti, Svizzera ## Funzionalità - Analisi del flusso di cassa - Analisi finanziaria - Avvisi/Notifiche - CRM - Consolidamento/incorporazione - Contabilità - Creazione di report/analisi - Crediti esigibili - Gestione contatti - Gestione dei clienti - Gestione del portafoglio - Gestione di documenti - Gestione finanziaria - Importazione/Esportazione di dati - Monitoraggio degli investimenti - Parametri prestazionali - Per investitori e operatori di borsa - Portale clienti - Quadro della attività - Rendicontazione e analisi statistiche - Rendicontazione finanziaria - Sistema multi-valuta - Tracciato di controllo ## Integrazioni (1 in totale) - Microsoft Outlook ## Opzioni di supporto - Email/Help desk - Knowledge Base - Assistenza telefonica ## Categoria - [Software di gestione finanziaria](https://www.capterra.it/directory/20010/investment-management/software) ## Categorie correlate - [Software di gestione finanziaria](https://www.capterra.it/directory/20010/investment-management/software) - [Software di contabilità dei fondi](https://www.capterra.it/directory/30114/fund-accounting/software) - [Gestionale immobiliare](https://www.capterra.it/directory/31244/commercial-real-estate/software) - [Software di rendicontazione finanziaria](https://www.capterra.it/directory/30050/financial-reporting/software) ## Alternative 1. [Backstop](https://www.capterra.it/software/169054/backstop) — 4.3/5 (46 reviews) 2. [Rundit](https://www.capterra.it/software/1015177/rundit) — 4.2/5 (13 reviews) 3. [Juniper Square](https://www.capterra.it/software/171269/juniper-square) — 4.9/5 (61 reviews) 4. [Plaid](https://www.capterra.it/software/174384/plaid) — 4.4/5 (95 reviews) 5. [Vestd](https://www.capterra.it/software/207791/vestd) — 4.9/5 (97 reviews) ## Recensioni ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10 agosto 2022* | Servizi finanziari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: There are so many features it is hard to get them all put in and to remember where everything should go. > > “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.” ----- ### "Fantastic Tool for users and internal team. Great experience" — 5.0/5 > **Krunal** | *15 agosto 2024* | Mercati dei capitali | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: I think for admin rights they can put all the modules into a single url instead of multiple URLs > > 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. ----- ### "Positive Review of Vantage Software" — 4.0/5 > **Carole** | *21 ottobre 2024* | Proprietà immobiliari | Tasso di raccomandazione: 7.0/10 > > **Vantaggi**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Inconvenienti**: The speed in some applications is quite slow. > > 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. ----- ### "Customizable Fund Reporting Software" — 5.0/5 > **Adam** | *4 dicembre 2023* | Servizi finanziari | Tasso di raccomandazione: 8.0/10 > > **Vantaggi**: 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. > > **Inconvenienti**: Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss. ----- ### "Alex’s Review" — 5.0/5 > **Alex** | *1 maggio 2019* | Proprietà immobiliari | Tasso di raccomandazione: 10.0/10 > > **Vantaggi**: 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\! > > **Inconvenienti**: 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. ----- Pagina: 1/2\ Avanti: [Pagina successiva](https://www.capterra.it/software/179626/investor-portal?page=2) ## Link - [Visualizza su Capterra](https://www.capterra.it/software/179626/investor-portal) ## Questa pagina è disponibile nelle seguenti lingue | Lingua | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Dati strutturati