--- description: Get detailed information about First Rate Vantage usability, features, price, benefits and disadvantages from verified user experiences. Read reviews and discover similar tools on Capterra Israel. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: First Rate Vantage Price, Reviews & Ratings - Capterra Israel 2026 --- Breadcrumb: [Home](/) > [Investment Management Software](/directory/20010/investment-management/software) > [First Rate Vantage](/software/179626/investor-portal) # First Rate Vantage Canonical: https://www.capterra.co.il/software/179626/investor-portal Page: 1 / 2\ Next: [Next page](https://www.capterra.co.il/software/179626/investor-portal?page=2) > First Rate Vantage offers comprehensive solutions for alternative investment firms to manage their operations. > > Verdict: Rated **4.9/5** by 18 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses First Rate Vantage? First Rate Vantage caters to private equity, venture capital and real estate private equity firms. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.9/5** | 18 Reviews | | Ease of Use | 4.7/5 | Based on overall reviews | | Customer Support Software | 4.9/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: Vantage - **Location**: Dedham, US - **Founded**: 1999 ## Commercial Context - **Starting Price**: US$3,000.00 - **Pricing model**: Per Feature (Free Trial) - **Pricing Details**: Pricing depends on modules and \# users. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500 - **Deployment & Platforms**: Cloud, SaaS, Web-based - **Supported Languages**: English - **Available Countries**: Australia, Canada, Germany, New Zealand, Singapore, Switzerland, United Arab Emirates, United Kingdom, United States ## Features - Accounting Software - Accounts Receivable Software - Activity Dashboard - Alerts/Notifications - Audit Trail - CRM Software - Cash Flow Analysis - Client Management - Client Portal - Consolidation/Roll-Up - Contact Management Software - Dashboard Creation - Data Import/Export - Data Visualization Software - Document Management Software - Financial Analysis - Financial Management Software - Financial Reporting Software - For Investors & Traders - Investments Tracking - Multi-Currency - Performance Metrics - Portfolio Management - Real-Time Data - Reporting & Statistics - Reporting/Analytics ## Integrations (1 total) - Microsoft Outlook ## Support Options - Email/Help Desk - Knowledge Base Software - Phone Support ## Category - [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software) ## Related Categories - [Investment Management Software](https://www.capterra.co.il/directory/20010/investment-management/software) - [Fund Accounting Software](https://www.capterra.co.il/directory/30114/fund-accounting/software) - [Commercial Real Estate Software](https://www.capterra.co.il/directory/31244/commercial-real-estate/software) - [Financial Reporting Software](https://www.capterra.co.il/directory/30050/financial-reporting/software) - [Financial Management Software](https://www.capterra.co.il/directory/31136/financial-management/software) ## Alternatives 1. [Morningstar Direct](https://www.capterra.co.il/software/1074481/Morningstar-Direct) — 4.1/5 (267 reviews) 2. [Allvue](https://www.capterra.co.il/software/122634/allvue-systems) — 5.0/5 (1 reviews) 3. [daappa](https://www.capterra.co.il/software/1026882/daappa) (0 reviews) 4. [Trade Ideas](https://www.capterra.co.il/software/1030960/trade-ideas) — 4.6/5 (38 reviews) 5. [Bob Finance](https://www.capterra.co.il/software/219079/mosaic) — 4.8/5 (57 reviews) ## Reviews ### "Positive Review of Vantage Software" — 4.0/5 > **Carole** | *21 October 2024* | Real Estate | Recommendation rating: 7.0/10 > > **Pros**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Cons**: 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. ----- ### "Vantage Review" — 5.0/5 > **Jun** | *17 October 2024* | Real Estate | Recommendation rating: 10.0/10 > > **Pros**: Portal ease of use and information are presented in a way that is easy to understand. > > **Cons**: Nothing comes to mind, whenever there is an issue is resolved, their team is always ready to help. ----- ### "Chief Financial Officer" — 5.0/5 > **Preety** | *28 October 2024* | Investment Management Software | Recommendation rating: 9.0/10 > > **Pros**: It is user friendly and takes care of all the needs of business and investors. > > **Cons**: Nothing so far. I find Vantage software a good software. > > 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. ----- ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10 August 2022* | Financial Services Software | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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 August 2024* | Capital Markets | Recommendation rating: 10.0/10 > > **Pros**: 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. > > **Cons**: 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. ----- Page: 1 / 2\ Next: [Next page](https://www.capterra.co.il/software/179626/investor-portal?page=2) ## Links - [View on Capterra](https://www.capterra.co.il/software/179626/investor-portal) ## This page is available in the following languages | Locale | 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 | | ----- ## Structured Data