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First Rate Vantage vs InvestNext: Which is a better fit?

Updated on November 29th, 2024
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Summary
Features in Investment Management
24
37
29
Best performer
37
  • Benchmarking
  • Collaboration Tools
  • Compliance Tracking
User satisfaction
4.9
User reviews18
Ease of use
4.7
Functionality
4.7
Value for money
4.8
Customer support
4.9
4.8
User reviews20
Ease of use
4.5
Functionality
4.7
Value for money
4.7
Customer support
4.7
Price starts from
Yearly subscription
Free version
Free trial
Monthly subscription
Free version
Free trial
Best for

Private Equity, Venture Capital and Real Estate Private Equity

Real Estate General Partners, Finance Leaders, Compliance Officers, and Investor Relations teams for real estate syndicators and fund managers.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
No video reviews yet
No video reviews yet
User interface
No videos provided by vendor
No videos provided by vendor
179626
5 screenshots
185770
5 screenshots

First Rate Vantage

24/37
  • Benchmarking
  • Bonds/Stocks
  • Cash Management
  • Collaboration Tools
  • Commodity Futures
  • Compliance Tracking
  • Forecasting
  • Investment Research
  • Modeling & Simulation
  • Order Management
  • Portfolio Rebalancing
  • Risk Management
  • Tax Management
  • Accounting
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Audit Trail
  • Client Management
  • Client Portal
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Fee Management
  • Financial Analysis
  • Financial Management
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Investments Tracking
  • Mobile Access
  • Performance Metrics
  • Portfolio Management
  • Real-Time Data
  • Reporting/Analytics
  • Third-Party Integrations
  • Visual Analytics
See All features
Hide Investment Management Software Features -

InvestNext

Top Features
29/37
Show Investment Management Software Features +

First Rate Vantage

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InvestNext

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First Rate Vantage
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
InvestNext
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
First Rate Vantage
  • By Vantage
  • Located in United States
  • Founded in 1999
InvestNext
  • By InvestNext
  • Located in United States
  • Founded in 2018
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