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What is TRACT?

TRACT transforms the landscape of human risk evaluations with its AI-powered platform, which translates extensive real-time data into actionable insights, allowing businesses to make prompt and informed strategic choices. Our diverse client base comprises Venture Capitalists, Private Equity firms, M&A advisors, Investment Banks, and a variety of service providers within the private investment sector. By harnessing cutting-edge technology, we enable these experts to adeptly handle complexities and capitalize on opportunities with confidence. Moreover, our innovative solutions ensure that clients remain ahead in an ever-evolving financial landscape.

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

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Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

Pricing not provided
Free Trial Offered?

Pricing Information

Pricing not provided
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Not specified

Customer Service / Support

Standard Support

Training Options

Not specified

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

TRACT

Date Founded

2023

Company Location

United States

Company Website

www.usetract.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

Risk Management

Not specified

Categories and Features

Fund Accounting

Not specified

Investment Management

Accounting Management
Client Management
Fund Management
Portfolio Management

Private Equity

Not specified

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