First Rate Vantage
HQ Address
1903 Ascension Blvd, Arlington, TX, 76006, United States
Website Address
Business introduction
Alternative Investment Management, Made Easy!
Comprehensive and intuitive solutions for alternative investment firms
Comprehensive Solutions for Alternative Investment Firms to Better Manage Operations!
First Rate, a leading provider of financial technology and services to the wealth management industry, recently acquired Vantage Software to expand its market and global impact by leveraging both firms’ capabilities.
First Rate Vantage offers private equity, venture capital, and real estate advisors one single source of truth in managing a fund’s lifecycle and reporting on private investments including deal flow management, partnership accounting, and investor reporting. Click the appropriate box below to learn how Vantage can help you!
First Rate Vantage Solutions
Fund Administration Service
Get the ad-Vantage of a team of experts to manage your fund finances accurately and efficiently with NJA Solutions. As a preferred provider of fund accounting and administrative services, NJA Solutions is familiar with all components of the First Rate Vantage solution. They provide the expertise you need to optimize your workflow and will......
business needs
view solutionVantage Deal Suite™
Vantage’s Deal Manager – Vantage Deal Suite™ can streamline the stages of a deal, enhance due diligence, reduces costs, and expedite the deal flow process. Effective deal flow management can mean the difference between missing an opportunity and landing a lucrative investment. By leveraging a specialized yet flexible deal management solution, investment......
business needs
view solutionVantage Fundraising™
Vantage’s Fundraising Portal – Vantage Fundraising ™ provides an automated investor onboarding process. Our Fundraising portal streamlines your Fundraising process from start to finish. An intuitive, robust, and secure platform, Vantage Fundraising Software integrates with our powerful CRM, Accounting, and Investor Portal. The Fundraising portal will help you to raise capital......
business needs
view solutionVantage Insight™
All Investment Reporting and Communication for Investors and Managers – in One Portal Vantage InsightTM offers investors and general partners one central hub for all reporting and performance analysis of investment activities. The Insight investor portal aggregates data across assets, funds, strategies, or any other dimension for summary or drill-down analysis, including......
business needs
view solutionVantage Investor™
You want to manage investments – not complex partnership accounting in spreadsheets. Vantage’s Partnership Accounting Software – Vantage Investor™ helps you effortlessly manage up-to-date investor capital accounts, perform partnership accounting and allocation, waterfall calculations, and report generation and distribution. Gaining and retaining the confidence of your clients requires uncompromised investor servicing......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Vantage Portfolio Accounting™
Vantage Portfolio Accounting provides investment and fund accounting for both private and public investments and securities. Up-to-the-minute transactions, valuations, performance, risk and many other statistics at your and investors’ fingertips. Monitor results at the master fund level or drill down to view statistics for feeder funds – or even individual holdings. The......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
