Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Discover fresh prospects arising from significant credit events that impact the market. Gain transformative insights into leveraged capital markets through the expertise of our knowledgeable analysts. Our integration of verified data with machine intelligence guarantees that you will be among the first to uncover new opportunities. Access all the essential and influential market data you need on a single, easily navigable platform. Maintain your competitive edge by engaging with other top professionals in the leveraged capital markets sector. Build unwavering credibility with both current and future clients by showcasing your profound and sophisticated understanding of leveraged capital markets. Our dedicated journalists and analysts work on a global scale to deliver comprehensive insights and timely analyses that enhance your decision-making. Be at the forefront of industry developments by receiving advance notice about issuers under financial or operational strain, along with exclusive news and analyses that spotlight potential restructuring candidates. Furthermore, leverage the market's pioneering global database that catalogs both in-court and out-of-court restructurings to benchmark investors and advisors effectively. By utilizing these resources, you can position yourself as a leader in the field, equipped to navigate the complexities of leveraged capital markets.

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 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
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 Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Debtwire

Country

United States

Website

info.debtwire.com

Vendor Details

Company Name

First Rate Vantage

Founded

1999

Country

United States

Website

vantage-software.com/about-us/

Product Features

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents No 
Compliance Management No 
Customer Database No 
Digital Signature No 
Document Management No 
Fee Management No 
Loan Processing No 
Online Application 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 

Alternatives

Alternatives

Allvue Reviews

Allvue

Allvue Systems
ParrotPolls Reviews

ParrotPolls

ParrotPolls
FundCount Reviews

FundCount

FundCount Americas