Vantage Software

First Rate, a leading provider of financial technology and services to the wealth management industry with over 30 years of experience in providing data aggregation, performance calculation, compelling client reporting, and intelligent data analytics recently acquired Vantage Software to expand their market and global impact by leveraging both firms' capabilities.

First Rate Vantage offers state-of-the-art deal management, investor relations and portfolio performance solutions to global investment managers that manage in excess of a trillion dollars. We also offer a leading financial accounting and performance analysis products in addition to leading intelligent research solutions for superior investments research and analysis.