Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
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What is Realty Pilot?
Realty Pilot has introduced the much-anticipated Asset Management Platform you've been eager to see. This platform consolidates everything essential into a single, easy-to-navigate interface, featuring comprehensive functionalities that can work on their own or integrate flawlessly with your existing systems. Furthermore, it guarantees strong security measures through system-wide SOC compliance and meets the requirements of the GLB Act. For years, asset management professionals and servicers have faced hurdles due to a variety of isolated systems that do not communicate, leading to increased workloads, heightened stress, and notable inefficiencies within their organizations. However, Realty Pilot’s Concourse360 First Class offers a solution to these persistent challenges, paving the way for a new era of efficient operations. By utilizing this innovative platform, you can significantly improve your asset management processes and enjoy a more cohesive work environment. Step into the future of asset management and elevate your operational effectiveness today.
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
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
Realty Pilot
Company Location
United States
Company Website
realtypilot.com/asset_platform.html
Company Facts
Organization Name
First Rate Vantage
Date Founded
1999
Company Location
United States
Company Website
vantage-software.com/about-us/
Categories and Features
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