# First Rate Vantage Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is First Rate Vantage the right Fund Accounting solution for you? Explore 18 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/179626/Investor-Portal/reviews --- First Rate Vantage 4.9 (18) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of First Rate Vantage Ease of use 4.7 Customer Service 4.9 ## Showing most helpful reviews Showing 1-18 of 18 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Judy E. Executive Vice President Financial Services Used the software for: 6-12 months ### "Starting out on the right side of fund management" August 10, 2022 5.0 “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.” Pros 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. Cons There are so many features it is hard to get them all put in and to remember where everything should go. Reason for choosing First Rate Vantage All the other software products were very good at a specific feature but where all missing one piece to the entire fund management cycle. First Rate Vantage had every single thing we needed. Review Source Response from Vantage September 21, 2022 Thank you Judy. Our customer service team and product documentation will help you to understand all the features of the product. Lot of features are available, based on your need you can choose features. KP Krunal P. Founder Capital Markets Used the software for: Less than 6 months ### "Fantastic Tool for users and internal team. Great experience" August 15, 2024 5.0 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. Pros 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. Cons I think for admin rights they can put all the modules into a single url instead of multiple URLs Alternatives considered [InvestNext](https://www.capterra.com/p/185770/InvestNext/)[Juniper Square](https://www.capterra.com/p/171269/Juniper-Square/)[SyndicationPro](https://www.capterra.com/p/195887/SyndicationPro/) Reason for choosing First Rate Vantage Has all the features I wanted compared to others. Its very cost effective and easy to use once you are trained. Review Source Response from Vantage August 22, 2024 Thank you Krunal. It's a pleasure working with you and your team. CH Carole H. Associate VP, Operations Real Estate Used the software for: 2+ years ### "Positive Review of Vantage Software" October 21, 2024 4.0 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. Pros Wonderful customer support and the team is very flexible with making customized software updates. Cons The speed in some applications is quite slow. Review Source AW Adam W. Chief Investment Officer Financial Services Used the software for: 2+ years ### "Customizable Fund Reporting Software" December 4, 2023 5.0 Pros 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. Cons Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss. Alternatives considered [Pinnacle Enterprise](https://www.capterra.com/p/143886/Pinnacle-Enterprise/)[FundCount](https://www.capterra.com/p/110568/FundCount/) Reason for choosing First Rate Vantage Pricing, flexibility, support all came together for us with Vantage in a way that made sense. Review Source Response from Vantage December 11, 2023 Thank you Adam for your comments. AB Alex B. Senior Accountant Real Estate Used the software for: 1-2 years ### "Alex’s Review" May 1, 2019 5.0 Pros 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! Cons 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. Alternatives considered [Yardi Voyager](https://www.capterra.com/p/33832/Yardi-Voyager/) Reason for choosing First Rate Vantage Customization and the features within the software fit our needs. Review Source JH Jason H. Director of Finance and Tax Financial Services Used the software for: 2+ years ### "I would buy again" May 21, 2020 5.0 Over all my experience was fantastic. The system did exactly what I needed it to do and any problems that arose were dealt with quickly and resolved efficiently. Pros Customer Support is Incredible, Vantage will do everything possible to help and make sure it is working. It calculated correctly and saved me personally an immense amount of time. Running waterfalls and creating statements went from weeks of process and checking to days. Cons It can be difficult to learn processes to make all parts of the system work together. Vantage will work with you as long as it takes for you to learn the process where you are self sufficient, and even then when you forget something they will help. Alternatives considered [eFront](https://www.capterra.com/p/18528/eFrontPro/)[Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing First Rate Vantage We had a complex IRR true-up based waterfall that I could calculate in Excel. Other vendors really were not coming up with the answer or method of calculation that worked with the level of confidence that I needed. Vantage did, it took some time but we worked with each other to make both of our companies better. Review Source JF Jun F. Accounting Assistant Real Estate Used the software for: 2+ years ### "Vantage Review" October 17, 2024 5.0 Pros Portal ease of use and information are presented in a way that is easy to understand. Cons Nothing comes to mind, whenever there is an issue is resolved, their team is always ready to help. Review Source PM Preety M. Chief Financial Officer Investment Management Used the software for: 6-12 months ### "Chief Financial Officer" October 28, 2024 5.0 I have been using Vantage software for close to a year and found it quick to learn & easy to use. The system is secured with suitable controls in places. The team is super helpful and respond to all our requirements promptly. Pros It is user friendly and takes care of all the needs of business and investors. Cons Nothing so far. I find Vantage software a good software. Review Source PK Phil K. Head of Technical Admin Computer Hardware Used the software for: 2+ years ### "Vantage Software" July 16, 2024 5.0 Pros Easy to use, everything in one place so you know where it is. Cons Search features, printing was difficult Review Source AD Ahsan D. Principal Real Estate Used the software for: 2+ years ### "Thank you from DPEG" September 30, 2022 5.0 Working with Vantage Software over the past many years was great. The team was good about notifying us about routine maintenance and incorporating product feedback. Pros Software was easy to use and investors got used to it very quickly. The UX was friendly enough for everyone. Cons Aesthetically, it was not the BEST looking portal. It looked pretty dated. Review Source Response from Vantage October 11, 2022 Thank you Ahsan for your feedback. Your team is in v5.5, now our latest version is v7.5. Once the upgrade is done, your portal will have the latest feature and new look. OA Ola A. Investor Relations Manager Real Estate Used the software for: 2+ years ### "Awesome Service" October 5, 2021 5.0 Pros The comfort and easy login for all our investors. Great tool for our company to manage all our partners investment. Cons This software gives us the rest of mind and transparency in dealing with our partners. Review Source Response from Vantage May 18, 2022 Thank you Ola JA Jessica A. Director of Investor Relations Real Estate Used the software for: 1-2 years ### "Great CRM software" July 19, 2019 5.0 Pros My favorite thing about Vantage is the customer service. Our team has been able to make modifications and changes to our investor portal easily. The Vantage team responds to all requests in a timely manner and gives multiple options to whatever change you wish to make. We were able to have specific settings on our Vantage portal to ensure that we could generate specific reports for our different teams - accounting, underwriting etc. Cons There is no automated password reset. One must manually change the password for a user. However, I believe Vantage is working to change this. Other than that- not many complaints :). Review Source CC Christopher C. Portfolio Analyst Financial Services Used the software for: 6-12 months ### "Bright Equities " February 6, 2023 5.0 I have been very pleased with the client service experience and the software’s ability to enrich our business. Pros The software provides a streamline approach for reporting, tracking investments and communicating with clients. Cons The most difficult feature to set up is the contact and investor mapping. Review Source Response from Vantage February 7, 2023 Thank you Chris. It's a pleasure working with you and your team. Regarding investor and contact mapping, allows the users to associate 1 or more contacts to the investors and report distribution preference. If adding multiple contact to investor is time consuming, please try the import option. JS Julie S. Real Estate Coordinator Real Estate Used the software for: 2+ years ### "Vantage Review" July 16, 2019 5.0 It is a great product for an investor and accounting portal and very beneficial for getting accurate information out to clients in a timely fashion. Pros Very user friendly. Customer service is awesome. Compares very favorably with other investor portal programs I have used. Provides great functionality and features for the price point. Cons I really don't have a negative to give on the software. Review Source DB Destinee B. IR Manager Real Estate Used the software for: Less than 6 months ### "Vantage Software" October 11, 2021 5.0 Overall, my experience has been outstanding thanks to our Vantage rep. Pros I like how robust the software is, considering almost all things related to investor management. Cons The interface could use an update. Sometimes currency data defaults to nothing when making updates or changes to a contact or investor profile. Also, cannot always tell when certain changes have been saved or updated, but really minor things that could make a big difference. Review Source Response from Vantage May 18, 2022 In our latest version, we provide options to set certain fields as default (ex: Currency). We have planned to rollout the latest changes by early next month. Also, we enable confirmation message/alerts, so user will know records was updated. CG Connor G. Investor Relations Analyst Investment Management Used the software for: Less than 6 months ### "Easy to Use" October 11, 2021 4.0 Easy to pull up investor info and advise based on their situation. Pros The ease of use and learning curve is extremely beneficial. Cons Pulling reports can be difficult occasionally Review Source Response from Vantage May 18, 2022 Thank you Connor for your feedback. We integrated BI solution into our accounting and investor portal to provide interactive visualizations and dashboards capabilities. User can drag and drop to create their desired reports and dashboard. KR Kayla R. Fund Accountant Real Estate Used the software for: Less than 6 months ### "Vantage is a Great Software" April 25, 2019 5.0 Pros The business support we receive through Vantage is great. They solve any issues very quickly and provide help very quickly as well. Cons Some small glitches do happen (as with any software) - but these are always fixed very efficiently. Review Source TD Todd D. Managing Partner Investment Management Used the software for: Less than 6 months ### "Solid software" April 29, 2019 5.0 Pros Customer support is exceptional; quick response time; willing to help anytime it is needed; walk-through and step-by-step training available. Support developed a specifically tailored report which was well received by our investors. Cons Takes time to understand the functionality; be sure to document your processes; Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.