--- description: First Rate Vantage : avantages et inconvénients. Lisez les avis clients, consultez les prix et découvrez les fonctionnalités. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: First Rate Vantage - Avis, notes, prix et abonnements - Capterra Canada 2026 --- Breadcrumb: [Accueil](/) > [Logiciels de gestion des investissements](/directory/20010/investment-management/software) > [First Rate Vantage](/software/179626/investor-portal) # First Rate Vantage Canonical: https://fr.capterra.ca/software/179626/investor-portal Page : 1/2\ Suivant: [Page suivante](https://fr.capterra.ca/software/179626/investor-portal?page=2) > Le logiciel Vantage propose des solutions complètes et intuitives qui permettent aux entreprises d'investissement alternatives de gérer leurs opérations. > > Conclusion : 18 utilisateurs lui ont donné la note de **4.9/5**. Figure au meilleur classement pour **Probabilité de recommander le produit**. ----- ## Présentation ### Qui utilise First Rate Vantage? Capitaux privés, capitaux de risque et capitaux privés dans l'immobilier ## Statistiques et notes | Métrique | Notation | En détail | | **Note globale** | **4.9/5** | 18 Avis | | Simplicité | 4.7/5 | D'après l'ensemble des avis | | Support client | 4.9/5 | D'après l'ensemble des avis | | Rapport qualité-prix | 4.8/5 | D'après l'ensemble des avis | | Fonctionnalités | 4.7/5 | D'après l'ensemble des avis | | Pourcentage de recommandation | 90% | (9/10 Probabilité de recommander le produit) | ## À propos du vendeur - **Entreprise**: Vantage - **Pays**: Dedham, É.-U. - **Fondé**: 1999 ## Contexte commercial - **À partir de**: 3 000,00 $ US - **Type de licence**: (Version d’essai gratuite) - **Public cible**: Travailleur autonome, 2–10, 11–50, 51–200, 201–500 - **Déploiement et plateformes**: Cloud, SaaS, web - **Langues**: anglais - **Pays disponibles**: Allemagne, Australie, Canada, Nouvelle-Zélande, Royaume-Uni, Singapour, Suisse, Émirats arabes unis, États-Unis ## Fonctionnalités - Alertes/Notifications - Analyse des flux de trésorerie - Analyse financière - Comptabilité - Comptabilité clients - Comptes rendus financiers - Consolidation/regroupement - Gestion des clients - Gestion des contacts - Gestion des documents - Gestion des portefeuilles - Gestion financière - Importation et exportation de données - Logiciels CRM (gestion de la relation client) - Mesure des performances - Piste d'audit - Portail client - Pour investisseurs et traders - Prise en charge de plusieurs devises - Rapports et analyses - Rapports et statistiques - Suivi des investissements - Tableau de bord d'activités ## Intégrations (1 au total) - Microsoft Outlook ## Ressources d'aide - Service client/courriel - Base de connaissances - Support téléphonique ## Category - [Logiciels de gestion des investissements](https://fr.capterra.ca/directory/20010/investment-management/software) ## Catégories connexes - [Logiciels de gestion des investissements](https://fr.capterra.ca/directory/20010/investment-management/software) - [Logiciels de comptabilité de fonds](https://fr.capterra.ca/directory/30114/fund-accounting/software) - [Logiciels d'immobilier commercial](https://fr.capterra.ca/directory/31244/commercial-real-estate/software) - [Logiciels de comptes rendus financiers](https://fr.capterra.ca/directory/30050/financial-reporting/software) ## Logiciels similaires 1. [Rundit](https://fr.capterra.ca/software/1015177/rundit) — 4.2/5 (13 reviews) 2. [Backstop](https://fr.capterra.ca/software/169054/backstop) — 4.3/5 (46 reviews) 3. [Allvue](https://fr.capterra.ca/software/122634/allvue-systems) — 5.0/5 (1 reviews) 4. [Agora](https://fr.capterra.ca/software/1026247/agora) — 4.5/5 (12 reviews) 5. [Juniper Square](https://fr.capterra.ca/software/171269/juniper-square) — 4.9/5 (61 reviews) ## Avis ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10 août 2022* | Services financiers | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 août 2024* | Marchés boursiers | Taux de recommandation : 10.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 octobre 2024* | Immobilier | Taux de recommandation : 7.0/10 > > **Avantages**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Inconvénients**: 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 décembre 2023* | Services financiers | Taux de recommandation : 8.0/10 > > **Avantages**: 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. > > **Inconvénients**: 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 mai 2019* | Immobilier | Taux de recommandation : 10.0/10 > > **Avantages**: 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\! > > **Inconvénients**: 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\ Suivant: [Page suivante](https://fr.capterra.ca/software/179626/investor-portal?page=2) ## Liens - [Afficher sur Capterra](https://fr.capterra.ca/software/179626/investor-portal) ## Cette page est disponible dans les langues suivantes. | Langue | 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 | | ----- ## Données structurées