ELI
Learn

Vantage Software - Financial Data and Analytics Tool

Financial Data and Analytics · Founded by Greg Woolf in 2009

Vantage Software

Vantage Software

Innovative Solutions for Alternative Investment Firms

Cost

Demo, Paid

Rating

People love it

Time to value

Moderate Setup (1-3 hours)

First Rate, a leading provider of financial technology and services to the wealth management industry with over 30 years of experience in providing data aggregation, performance calculation, compelling client reporting, and intelligent data analytics recently acquired Vantage Software to expand their market and global impact by leveraging both firms' capabilities. First Rate Vantage offers state-of-the-art deal management, investor relations and portfolio performance solutions to global investment managers that manage in excess of a trillion dollars. We also offer a leading financial accounting and performance analysis products in addition to leading intelligent research solutions for superior investments research and analysis.

What Vantage Software does

Portfolio managementData analyticsInvestment trackingReporting automation

Frequently asked

Microsoft Excel, Bloomberg Terminal, Thomson Reuters

— Want a tailored answer?

See whether Vantage Software fits your stack — for real.

Techbible weighs Vantage Software against what you already pay for, your team shape, and the work that's actually happening. Free to start.

private equity software, investment management, financial analytics, portfolio management