--- description: Tudo sobre First Rate Vantage: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: First Rate Vantage - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Software de Gestão de Investimentos](/directory/20010/investment-management/software) > [First Rate Vantage](/software/179626/investor-portal) # First Rate Vantage Canonical: https://www.capterra.pt/software/179626/investor-portal Page: 1 / 2\ Seguinte: [Next page](https://www.capterra.pt/software/179626/investor-portal?page=2) > O Vantage Software oferece soluções abrangentes, porém intuitivas, para empresas de investimento alternativas administrarem as operações. > > Verdict: Rated **4.9/5** by 18 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa First Rate Vantage? Capital privado, capital de risco e capital imobiliário ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.9/5** | 18 Avaliações | | Praticidade | 4.7/5 | Based on overall reviews | | Suporte ao cliente | 4.9/5 | Based on overall reviews | | Relação qualidade/preço | 4.8/5 | Based on overall reviews | | Recursos | 4.7/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Vantage - **Location**: Dedham, EUA - **Founded**: 1999 ## Commercial Context - **Preço inicial**: 3000,00 US$ - **Modelo de preços**: (Teste Grátis) - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500 - **Deployment & Platforms**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Available Countries**: Alemanha, Austrália, Canadá, Emirados Árabes Unidos, Estados Unidos, Nova Zelândia, Reino Unido, Singapura, Suíça ## Recursos - Alertas/notificações - Análise financeira - Análises de fluxo de caixa - CRM - Consolidação/Roll Up - Contabilidade - Contas a receber - Geração de relatórios financeiros - Gerenciamento de contatos - Gerenciamento de documentos - Gestão de carteira - Gestão de clientes - Gestão financeira - Importação/exportação de dados - Indicadores de desempenho - Múltiplas moedas - Painel de atividades - Para investidores & operadores - Portal do cliente - Rastreamento de investimentos - Registro de auditoria - Relatórios e análise de dados - Relatórios e estatística ## Integrations (1 total) - Microsoft Outlook ## Opções de suporte - Email/Help Desk - Base de conhecimento - Suporte por telefone ## Category - [Software de Gestão de Investimentos](https://www.capterra.pt/directory/20010/investment-management/software) ## Categorias relacionadas - [Software de Gestão de Investimentos](https://www.capterra.pt/directory/20010/investment-management/software) - [Software para Contabilidade de Fundos](https://www.capterra.pt/directory/30114/fund-accounting/software) - [Software para Propriedades Comerciais](https://www.capterra.pt/directory/31244/commercial-real-estate/software) - [Ferramentas de Relatórios Financeiros](https://www.capterra.pt/directory/30050/financial-reporting/software) ## Alternativas 1. [Backstop](https://www.capterra.pt/software/169054/backstop) — 4.3/5 (46 reviews) 2. [Juniper Square](https://www.capterra.pt/software/171269/juniper-square) — 4.9/5 (61 reviews) 3. [Plaid](https://www.capterra.pt/software/174384/plaid) — 4.4/5 (95 reviews) 4. [Vestd](https://www.capterra.pt/software/207791/vestd) — 4.9/5 (97 reviews) 5. [Aladdin](https://www.capterra.pt/software/1055902/aladdin) — 4.0/5 (1 reviews) ## Avaliações ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10 de agosto de 2022* | Serviços financeiros | Recommendation rating: 10.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de agosto de 2024* | Mercado de capitais | Recommendation rating: 10.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de outubro de 2024* | Imobiliárias | Recommendation rating: 7.0/10 > > **Vantagens**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Desvantagens**: 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 de dezembro de 2023* | Serviços financeiros | Recommendation rating: 8.0/10 > > **Vantagens**: 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. > > **Desvantagens**: 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 de maio de 2019* | Imobiliárias | Recommendation rating: 10.0/10 > > **Vantagens**: 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\! > > **Desvantagens**: 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. ----- Page: 1 / 2\ Seguinte: [Next page](https://www.capterra.pt/software/179626/investor-portal?page=2) ## Links - [View on Capterra](https://www.capterra.pt/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