--- description: Tudo sobre First Rate Vantage: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários. 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 Brasil 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.com.br/software/179626/investor-portal Página: 1 / 2\ Próximo: [Próxima página](https://www.capterra.com.br/software/179626/investor-portal?page=2) > O Vantage Software oferece soluções abrangentes, porém intuitivas, para empresas de investimento alternativas administrarem as operações. > > Conclusão: 18 usuários atribuíram a nota **4.9/5**. Melhor classificado para **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa o First Rate Vantage? Capital privado, capital de risco e capital imobiliário ## Estatísticas e notas | Métrica | Classificação | Detalhes | | **Geral** | **4.9/5** | 18 Avaliações | | Praticidade | 4.7/5 | Com base em avaliações gerais | | Suporte ao cliente | 4.9/5 | Com base em avaliações gerais | | Relação qualidade/preço | 4.8/5 | Com base em avaliações gerais | | Recursos | 4.7/5 | Com base em avaliações gerais | | Porcentagem de recomendação | 90% | (9/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Vantage - **Localização**: Dedham, EUA - **Fundada**: 1999 ## Contexto comercial - **Preço inicial**: US$ 3.000,00 - **Modelo de preços**: (Teste grátis) - **Público-alvo**: Profissional autônomo, 2–10, 11–50, 51–200, 201–500 - **Implantação e plataformas**: Nuvem, SaaS, baseado na web - **Idiomas**: inglês - **Países disponíveis**: 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 ## Integrações (1 no total) - Microsoft Outlook ## Opções de suporte - Email/Help Desk - Base de conhecimento - Suporte por telefone ## Category - [Software de Gestão de Investimentos](https://www.capterra.com.br/directory/20010/investment-management/software) ## Categorias relacionadas - [Software de Gestão de Investimentos](https://www.capterra.com.br/directory/20010/investment-management/software) - [Software para Contabilidade de Fundos](https://www.capterra.com.br/directory/30114/fund-accounting/software) - [Software para Propriedades Comerciais](https://www.capterra.com.br/directory/31244/commercial-real-estate/software) - [Ferramentas de Relatórios Financeiros](https://www.capterra.com.br/directory/30050/financial-reporting/software) ## Alternativas 1. [Backstop](https://www.capterra.com.br/software/169054/backstop) — 4.3/5 (46 reviews) 2. [Juniper Square](https://www.capterra.com.br/software/171269/juniper-square) — 4.9/5 (61 reviews) 3. [Plaid](https://www.capterra.com.br/software/174384/plaid) — 4.4/5 (101 reviews) 4. [Vestd](https://www.capterra.com.br/software/207791/vestd) — 4.9/5 (97 reviews) 5. [Aladdin](https://www.capterra.com.br/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 | Taxa de recomendação: 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 | Taxa de recomendação: 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 | Taxa de recomendação: 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 | Taxa de recomendação: 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 | Taxa de recomendação: 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. ----- Página: 1 / 2\ Próximo: [Próxima página](https://www.capterra.com.br/software/179626/investor-portal?page=2) ## Links - [Ver em Capterra](https://www.capterra.com.br/software/179626/investor-portal) ## Esta página está disponível nos seguintes idiomas | Localidade | 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 | | ----- ## Dados estruturados