Average Ratings 4 Ratings
Average Ratings 0 Ratings
Description
AboveBoard is dedicated to enhancing access to board and full-time roles for executives from underrepresented backgrounds, simultaneously broadening employers' access to qualified candidates. Our platform offers over 500 executive positions across more than 10 industries and functions, catering to both public and private organizations, including those in Private Equity and Venture Capital. By becoming a member, executives can freely access all available opportunities while maintaining confidentiality during their exploration. We also help companies tap into previously overlooked networks of highly skilled, underrepresented executives. With a membership base of over 4,000 leading professionals from diverse fields such as Finance, Marketing, Sales, Product Development, and Operations, AboveBoard creates a rich ecosystem. This ecosystem further includes investment firms, their portfolio companies, search firms, and associations focused on supporting underrepresented executives in their career advancement.
Description
First Rate, a prominent provider of financial technology and services tailored for the wealth management sector, has recently completed the acquisition of Vantage Software to enhance their market presence and global influence by combining the strengths of both companies. Through First Rate Vantage, private equity, venture capital, and real estate advisors gain access to a unified source of truth for managing the entire life-cycle of a fund, which includes comprehensive reporting on private investments such as deal flow management, partnership accounting, and investor reporting. To discover how Vantage can benefit your operations, please click the appropriate box below! In 2021, recognizing the potential to capitalize on their extensive experience and strong client relationships, First Rate, Inc. took the strategic step to acquire Vantage. For over three decades, First Rate has been committed to delivering cutting-edge solutions and services that enable financial firms to achieve complete transparency, improve operational efficiency, and empower advisors in crafting more insightful and effective investment strategies for their clients. This acquisition marks a significant milestone in First Rate's journey towards innovation and client success.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
AboveBoard
Founded
2020
Country
United States
Website
www.aboveboard.com
Vendor Details
Company Name
First Rate Vantage
Founded
1999
Country
United States
Website
vantage-software.com/about-us/
Product Features
Diversity Recruiting
Analytics / Data
No
Blind Pre-Employment Screening
No
Candidate Evaluations
No
Diverse Candidate Sourcing
No
Eliminate Unconscious Bias
No
Employee Referral
No
Improve Interview / Review Process
No
Job Board
No
Unbiased Job Descriptions
No
Product Features
Fund Accounting
Accounts Payable
No
Accounts Receivable
No
Activity Tracking
No
Asset Management
No
Bank Reconciliation
No
Budgeting & Forecasting
No
Compliance Management
No
Donor Management
No
General Ledger
No
Partnership Accounting
No
Purchasing & Receiving
No
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
No
Client Management
Yes
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
Yes
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
Yes
Risk Management
No