First Rate Vantage™
Alternative Investment Management, Made Easy!
Streamline your Alternative Investment operations with First Rate Vantage. Designed for private equity, venture capital, advisory and real estate firms. We deliver White label tailored, secure solutions to meet your unique needs.
25+
Years of Presence
8.8
Customer Rating
69%
NPS Score
Industries We Serve
DIFFERENT MARKETS. SIMILAR NEEDS. SAME SYSTEM
Private Equity
Manage the life-cycle of a fund with tools and reporting for both GPs and LPs
Consulting Firms
Monitor and report on mandates, manage fund-of-funds for institutional clients
Trusted By
Solutions
Comprehensive Solutions for Every Investment Need
Vantage’s investor portal enables investors & investment managers to monitor activity and report on investments while providing near real-time communication between investor & manager.
Learn More >>About First Rate
Who We Are
First Rate Vantage, is a division of First Rate, Inc. First Rate is a global leader in WealthTech with over 30+ years of experience, specializing in innovative technology solutions for wealth management firms. Through it's First Rate Vantage division, it extends tailored services to private equity, venture capital, advisory and real estate investment managers.
From automating complex accounting to delivering cutting-edge performance reporting, First Rate Vantage streamlines operations, fosters transparency, and empowers financial institutions to achieve their goals on a global scale.
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Key Benefits
The Vantage Suite of products delivers a wide range of benefits, from streamlining investor management and automating processes to enhancing reporting accuracy, improving efficiency, and empowering smarter, data-driven decisions.
Single Source of Truth
Eliminate the need for multiple systems with a unified alternative investments platform that consolidates all your data, providing you with a single source of truth.
Enhanced Reporting
Generate accurate, comprehensive reports effortlessly using our advanced reporting software. Our platform ensures you have all the information you need at your fingertips.
Streamlined Communication
Improve communication with investors and stakeholders through our robust investor portal, enabling real-time updates and transparency.
Operational Efficiency
Automate complex tasks and reduce manual errors, allowing your team to focus on strategic growth and investment opportunities.
Client Testimonials
Hear from industry professionals who have transformed their investment management with Vantage Insight™
One stop platform to review existing and new investment opportunities
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.
Krunal Patel
Founder and Managing Partner of Connected Capital Co.
Robust dashboard analytics to our clients....onto a single screen
With Vantage, we're thrilled to bring robust dashboard analytics to our clients that brings together all of the key portfolio metrics they want to see onto a single screen. Vantage invests considerable time and effort to configure each enhancement of its applications to our unique requirements and has been a great partner to our firm as we continuously seek to improve our client service experience.
Jess Downer, CFA
Principal, Meketa Investment Group, Inc.
Focusing on what matters – managing our investments and achieving the highest returns
Vantage and its team have been great value-add partners which has allowed our firm to streamline our investor relations and expedite our fundraising process seamlessly without the headache of manual work. The technology and tools that Vantage software provides has allowed our firm to gain more trust and confidence from our investor network as they are able to stay up to date on our projects with recurring updates and performance indicators along with access to all their legal and tax documents at a click of a button. Finally, the efficiency the software has provided in terms of personnel costs and time savings has resulted in us focusing on what matters – managing our investments and achieving the highest returns for our investors!
Bhavin Patel
Founder, CEO, Managing Partner Shreem Capital
Why Choose Us?
Why First Rate Vantage?
- 25+ Years Expertise in investment-focused solutions for investors and fund managers.
- Fully customizable tools designed to meet your unique needs.
- 24/7 support to ensure seamless operations and continuous improvements.
- Industry-leading certifications that guarantee security and trust.
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Our Certifications
Certified for Excellence and Security
ISO 27001: Certified for top-tier security management
SOC 2 TYPE 2: Verified standards for operational and data integrity.
OWASP Guidelines: Built with robust security measures for peace of mind.
FAQ
Got Questions? We’ve Got Answers
Our secure Investor Portal provides real-time updates, transparent performance reporting, and seamless access to essential documents.
Get Started Today
Ready to Elevate Your Investment Operations?
Schedule A Demo
Book a personalized demo with our experts to see how our alternative investments platform and fund reporting software can meet your specific needs.
Configure Your Solution
Work with our team to tailor First Rate Vantage to fit your unique requirements. We’ll configure the platform to align with your workflows.
Optimize Fund Management
Once your solution is set up, you’ll experience the full benefits of our platform - from streamlined operations to enhanced reporting and improved efficiency.
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Get in touch with us
Do you want to engage investors with real-time updates, secure document access, and transparent performance reporting?
Request a demo today to see how we can help foster trust and connection!