--- description: ¿Qué piensan los usuarios de First Rate Vantage? Lee las reseñas y opiniones verificadas, descubre sus características y el nivel de usabilidad, consulta los precios y conoce las ventajas y desventajas de First Rate Vantage gracias a Capterra Costa Rica. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: First Rate Vantage - Opiniones, precios y características - Capterra Costa Rica 2026 --- Breadcrumb: [Inicio](/) > [Software de gestión de carteras](/directory/20010/investment-management/software) > [First Rate Vantage](/software/179626/investor-portal) # First Rate Vantage Canonical: https://www.capterra.co.cr/software/179626/investor-portal Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/179626/investor-portal?page=2) > Vantage Software ofrece soluciones integrales, pero intuitivas para que las empresas de inversión alternativa puedan administrar sus operaciones. > > Veredicto: 18 usuarios lo han valorado con **4.9/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa First Rate Vantage? Capital privado, capital de riesgo e inversiones inmobiliarias ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.9/5** | 18 Opiniones | | Facilidad de uso | 4.7/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.9/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.8/5 | Basado en las opiniones generales | | Funciones | 4.7/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: Vantage - **Ubicación**: Dedham, EE. UU. - **Constitución**: 1999 ## Contexto comercial - **Precio inicial**: USD 3 000,00 - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500 - **Despliegue y plataformas**: Cloud, SaaS, Web - **Idiomas admitidos**: inglés - **Países disponibles**: Alemania, Australia, Canadá, Emiratos Árabes Unidos, Estados Unidos, Nueva Zelanda, Reino Unido, Singapur, Suiza ## Funciones - Alertas y notificaciones - Análisis de flujos de caja - Análisis financiero - CRM - Consolidación/Roll-Up - Contabilidad - Contabilidad de deudores - Creación de informes financieros - Creación de informes y estadísticas - Creación de informes/análisis - Gestión de carteras - Gestión de clientes - Gestión de contactos - Gestión de documentos - Gestión financiera - Importación y exportación de datos - Métricas de rendimiento - Panel de actividades - Para inversores y agentes - Portal de clientes - Registro de auditoría - Seguimiento de inversiones - Varias divisas ## Integraciones (en total: 1) - Microsoft Outlook ## Opciones de asistencia - E-mail/Help Desk - Base de conocimientos - Asistencia telefónica ## Categoría - [Software de gestión de carteras](https://www.capterra.co.cr/directory/20010/investment-management/software) ## Categorías relacionadas - [Software de gestión de carteras](https://www.capterra.co.cr/directory/20010/investment-management/software) - [Software de contabilidad de fondos de inversión](https://www.capterra.co.cr/directory/30114/fund-accounting/software) - [Software inmobiliario comercial](https://www.capterra.co.cr/directory/31244/commercial-real-estate/software) - [Software de informes financieros](https://www.capterra.co.cr/directory/30050/financial-reporting/software) ## Alternativas 1. [Rundit](https://www.capterra.co.cr/software/1015177/rundit) — 4.2/5 (13 reviews) 2. [Backstop](https://www.capterra.co.cr/software/169054/backstop) — 4.3/5 (46 reviews) 3. [Juniper Square](https://www.capterra.co.cr/software/171269/juniper-square) — 4.9/5 (61 reviews) 4. [Plaid](https://www.capterra.co.cr/software/174384/plaid) — 4.4/5 (95 reviews) 5. [Vestd](https://www.capterra.co.cr/software/207791/vestd) — 4.9/5 (97 reviews) ## Opiniones ### "Starting out on the right side of fund management" — 5.0/5 > **Judy** | *10 de agosto de 2022* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: There are so many features it is hard to get them all put in and to remember where everything should go. > > “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.” ----- ### "Fantastic Tool for users and internal team. Great experience" — 5.0/5 > **Krunal** | *15 de agosto de 2024* | Mercados de capitales | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: I think for admin rights they can put all the modules into a single url instead of multiple URLs > > 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. ----- ### "Positive Review of Vantage Software" — 4.0/5 > **Carole** | *21 de octubre de 2024* | Propiedad inmobiliaria | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: Wonderful customer support and the team is very flexible with making customized software updates. > > **Puntos en contra**: The speed in some applications is quite slow. > > 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. ----- ### "Customizable Fund Reporting Software" — 5.0/5 > **Adam** | *4 de diciembre de 2023* | Servicios financieros | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: 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. > > **Puntos en contra**: Some specific financial calculations needed to be QA'd but, again, customer support was able to quickly get on a call to resolve/discuss. ----- ### "Alex’s Review" — 5.0/5 > **Alex** | *1 de mayo de 2019* | Propiedad inmobiliaria | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: 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\! > > **Puntos en contra**: 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. ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.co.cr/software/179626/investor-portal?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.co.cr/software/179626/investor-portal) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Datos estructurados