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What is Tangicloud Fundamentals?

Tangicloud collaborates with Microsoft as an Industry Solutions Vendor to provide essential tools for nonprofits and government organizations through the Fundamentals App, which is driven by Microsoft Dynamics 365 Business Central. The Fundamentals App, an industry-specific solution for Business Central, has a proven track record dating back to 2000, well before Microsoft took ownership of the Business Central platform. Among its notable features are: unlimited funds equipped with automatic due-to/due-from transactions that yield easy yet powerful processing outcomes; a paperless approval system combined with streamlined workflows; the ability to set time and usage constraints to ensure a flexible but secure operational framework; efficient management of release restrictions; detailed tracking of funding sources for enhanced reporting capabilities; and grant management functionalities that include automated calculations for indirect cost recovery. Additionally, it offers the flexibility of managing multiple bank accounts, accommodating various funds and currencies with ease and assurance.

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

Microsoft Dynamics 365 Business Central

Integrations Supported

Microsoft Dynamics 365 Business Central

API Availability

Has API

API Availability

Has API

Pricing Information

$2,000 per user, per year
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

Tangicloud Technologies, Inc.

Date Founded

2015

Company Location

United States

Company Website

www.tangicloud.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

Fund Accounting

Accounts Payable
Accounts Receivable
Activity Tracking
Asset Management
Bank Reconciliation
Budgeting & Forecasting
Compliance Management
Donor Management
General Ledger
Partnership Accounting
Purchasing & Receiving

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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