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What is Quantilia?

Forge direct relationships with your custodian banks, asset managers, private equity firms, benchmarks, ESG resources, and credit rating agencies. Acquire thorough security reports, improve your issuer data, and oversee both liquid and illiquid assets through a unified platform. Every data source is included, enabling you to effortlessly integrate information from all partners, irrespective of their format or technological capabilities. Enrich your portfolio by tapping into a wide range of funds, ETFs, indices, securities, derivatives, and market indicators. Link your account with your internal or external research collaborators to facilitate informed, evidence-based investment decisions. Benefit from a fully tailored service provided by a skilled team of finance professionals dedicated to turning your objectives into actionable dashboards and solutions. Experience a holistic approach to asset consolidation and data aggregation, coupled with streamlined data collection, preparation, and integration processes. This guarantees that all facets of your financial assets are well-managed, easily accessible, and ready for strategic analysis. Moreover, the comprehensive support ensures that your investment strategies can adapt to changing market conditions effectively.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Quantilia

Date Founded

2016

Company Location

France

Company Website

www.quantilia.com

Company Facts

Organization Name

First Rate Vantage

Date Founded

1999

Company Location

United States

Company Website

vantage-software.com/about-us/

Categories and Features

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

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

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