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What is ProVantage Business Intelligence?
A business intelligence system collects and processes data from accounting and other systems, transforming it into a format that supports informed strategic decision-making. The ProVantage Business Intelligence Suite is an effective and intuitive graphical analysis tool designed for senior managers and partners to evaluate key financial and business performance metrics, while easily integrating with various accounting software. This suite offers prompt access to multi-dimensional views of essential information from the firm's accounting systems, facilitating rapid insights. In addition, the ProVantage BI Suite is cost-effective, allowing access to crucial data without the necessity for expensive infrastructure or reliance on IT staff. Its user-friendly nature and accessibility render it an essential tool for decision-makers across any organization, empowering them to make timely and informed choices. Ultimately, ProVantage enhances operational efficiency and drives better business outcomes.
What is First Rate Vantage?
First Rate, a leading provider of financial technology and services specifically designed for the wealth management industry, has successfully acquired Vantage Software, aiming to boost their market presence and global reach by leveraging the combined capabilities of both organizations. With First Rate Vantage, advisors in private equity, venture capital, and real estate are now equipped with a centralized platform for managing every aspect of a fund's lifecycle, which encompasses in-depth reporting on private investments, including deal flow management, partnership accounting, and investor reporting. To learn more about how Vantage can enhance your operations, please select the relevant option below! In 2021, First Rate, Inc. recognized an opportunity to leverage its vast experience and robust client relationships, leading to the strategic acquisition of Vantage. For over thirty years, First Rate has dedicated itself to providing innovative solutions and services that help financial firms achieve full transparency, bolster operational efficiency, and assist advisors in developing more informed and effective investment strategies for their clients. This acquisition represents a pivotal moment in First Rate's ongoing commitment to innovation and client success, signifying their intention to continually evolve in the competitive financial landscape. Ultimately, this merger exemplifies First Rate's dedication to enhancing the wealth management experience for their clients.
Integrations Supported
iTimekeep
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
ProVantage Software
Company Location
United States
Company Website
provantagesoftware.com/business-intelligence/
Company Facts
Organization Name
First Rate Vantage
Date Founded
1999
Company Location
United States
Company Website
vantage-software.com/about-us/
Categories and Features
Business Intelligence
Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics
Categories and Features
Fund Accounting
Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving
Investment Management
Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management