First Rate Vantage™
Alternative Investment Management, Made Easy!
25+
8.8
Customer Rating
69%
NPS Score
DIFFERENT MARKETS. SIMILAR NEEDS. SAME SYSTEM
Private Equity
Consulting Firms
Trusted By
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 >>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.
Key Benefits
Single Source of Truth
Enhanced Reporting
Streamlined Communication
Operational Efficiency
Client Testimonials
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.
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.
Got Questions? We’ve Got Answers
Ready to Elevate Your Investment Operations?
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Optimize Fund Management
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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!