First Rate Vantage Reviews

Since its inception in 2005, AlternativeSoft has revolutionized the way institutional investors select funds and construct portfolios. Our advanced alternative investment analytics platform empowers users to craft a tailored investment landscape supported by state-of-the-art analytics. The seamless integration of data from sources such as Bloomberg, Morningstar, Albourne, HFR, EurekaHedge, withintelligence, Preqin, and Refinitiv simplifies the process for users. With our platform, users can efficiently: - Assess manager risk/return through access to over 3,000 statistics on funds - Establish a customizable investable universe using robust screening tools - Monitor and evaluate fund exposures - Build, optimize, and oversee portfolios - Conduct thorough due diligence on hedge funds - Generate reports on funds using PowerBI or Excel API - Explore a vast array of options, including 500,000 mutual funds, 30,000 hedge funds, and 5,000 fundraising private equity funds, to determine the best choices available With a combined total asset management of over $1.5 trillion globally, AlternativeSoft is trusted by some of the largest pension funds, fund of funds, family offices, private banks, endowments, foundations, wealth managers, and advisers to effectively identify and analyze diverse multi-asset class portfolios, encompassing hedge funds, mutual funds, and private equity funds. This trust underscores our commitment to providing cutting-edge solutions that cater to the complex needs of institutional investors.

FundCount is a sophisticated software solution designed for analytical and partnership accounting, enabling users to monitor, analyze, and generate reports on intricate investment portfolios. This software caters to a diverse clientele, including fund administrators, family offices, hedge funds, and private equity firms. With a built-in multicurrency general ledger and automated workflow features, FundCount enhances operational efficiency in daily tasks. Its user-friendly reporting tools provide flexibility, allowing firms to swiftly produce tailored reports that align with the unique needs of each client. Recognized for its excellence, Hedgeweek awarded FundCount the title of Best Fund Accounting and Reporting System Firm, further solidifying its reputation in the industry. By streamlining accounting processes, FundCount empowers firms to focus on strategic growth and client satisfaction.

ParrotPolls is a valuable resource for assessing team morale regarding the workplace by gathering feedback on a rating scale, along with optional remarks. Team members can conveniently participate by using a shared link, allowing anyone with access to provide their input. This platform fosters transparency about team interactions and captures shifts in sentiment from one week to the next. Prioritizing security and complete anonymity, ParrotPolls enables team members to share their opinions freely, whether through numerical ratings or simple emoji feedback. The process is efficient, requiring only a single click and a short comment, which eliminates the hassle of extensive surveys. This anonymity not only encourages honest feedback but also promotes an atmosphere of openness by continuously showcasing the collective team mood, thus paving the way for ongoing development. By keeping track of changing sentiments, ParrotPolls provides essential insights that can significantly improve your team's overall experience and operational efficiency. Moreover, it empowers teams to effectively tackle issues while also recognizing and celebrating their successes, contributing to a healthier workplace culture.