First Rate Vantage vs Macabacus

Juniper Square

think-cell

InvestNext

FundCount

Longview Tax

IDL Konsis

Compare First Rate Vantage and Macabacus based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

FundCount is a Investment management software for family offices, hedge funds, private equity, fund administrators with integrated partnership and G/L

InvestNext helps businesses streamline front and back-office operations and manage portfolios via a unified portal. Clients can create customized reports and dashboards, view historical data, get notification alerts, and set up automated workflows.

Juniper Square offers a unified solution across fundraising, investor operations, and fund administration that empowers GPs and LPs to unlock the full potential of their investment partnerships.

Vantage is a private equity accounting solution that helps private equity and venture capital firms manage their funds and investments. The platform of integrated software solutions helps investors manage the entire private equity, real estate, and venture capital life-cycle.

Accounting

Accounts Receivable

Activity Dashboard

Activity Tracking

Ad hoc Reporting

Alerts/Notifications

Audit Trail

Cash Flow Analysis

Cash Flow Management

Client Management

Client Portal

Consolidation/Roll-Up

Contact Database

Contact Management

Critical Date Alerts

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Visualization

Deal Management

Document Management

Fee Management

Financial Analysis

Financial Management

Financial Reporting

For Investment Advisors

For Investors & Traders

Fund Management

Investments Tracking

Mobile Access

Multi-Currency

Partnership Accounting

Performance Metrics

Portfolio Management

Real-Time Data

Real-Time Notifications

Real-Time Reporting

Reminders

Reporting & Statistics

Reporting/Analytics

Self Service Portal

Self-Service Reporting

Third-Party Integrations

Visual Analytics

First Rate Vantage

Web-based

Investor Relations Manager

The comfort and easy login for all our investors. Great tool for our company to manage all our partners investment.

Fund Accountant

The business support we receive through Vantage is great. They solve any issues very quickly and provide help very quickly as well.

IR Manager

Overall, my experience has been outstanding thanks to our Vantage rep.

Director of Finance and Tax

Over all my experience was fantastic. The system did exactly what I needed it to do and any problems that arose were dealt with quickly and resolved efficiently.

Senior Accountant

Before we got this software we used to track everything in excel and send statements in PDF. Now we have professional statements that are easy to read and look great.

Customer Support is Incredible, Vantage will do everything possible to help and make sure it is working. It calculated correctly and saved me personally an immense amount of time.

Executive Vice President

There are so many features it is hard to get them all put in and to remember where everything should go.

It can be difficult to learn processes to make all parts of the system work together.

Director of Investor Relations

There is no automated password reset. One must manually change the password for a user.

Investor Relations Analyst

Pulling reports can be difficult occasionally.

First Rate Vantage screenshot: Insights - Dashboard

First Rate Vantage screenshot: Insight - Fund Overview

First Rate Vantage screenshot: Insight - RE Dashboard

First Rate Vantage screenshot: Deal Suite - Document Management

First Rate Vantage screenshot: Accounting - Asset Valuation

Freelancers

Mid Size Business

Small Business

think-cell is a powerful charting and layout software that streamlines PowerPoint work and improves slide creation efficiency and quality. Within minutes you get well-laid-out and great-looking slides. Within minutes, you get slides with automated labeling and a clean overall layout of your content.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

IDL Konsis is a cloud-based account management tool. It enables firms to streamline financial consolidation, disclosure, reporting, and analysis. Key attributes include automated currency conversions, goodwill amortization, deferred taxes calculations, matrix consolidations, and deconsolidation.

Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

Access Controls/Permissions

Asset Categorization

Asset Library

Asset Sharing

Batch Processing

Chart of Accounts

Charting

Collaboration Tools

Commenting/Notes

Configurable Workflow

Content Library

Content Management

Contract Drafting

Customizable Branding

Customizable Fields

Customizable Forms

Data Storage Management

Data Synchronization

Digital Asset Management

Document Automation

Document Generation

Document Storage

Document Templates

Drag & Drop

Expense Tracking

File Management

Filtering

Formula Management

Generative AI

Image Editing

Image Library

Media Library

Metadata Management

Modeling & Simulation

Multiple Output Formats

Process/Workflow Automation

Search/Filter

Tagging

Template Management

Templates

User Management

Version Control

Watermarking

Workflow Management

Macabacus

Windows

Operations Associate

Very easy to use, extremely powerful to save time while using excel for modelling purposes and allowing for very useful functionalities.

IB Analyst II

Incapable of use with S&P Capital IQ is the worst part with Macabacus.

Director of Finance 

The shortcuts and ability to import excel data in PowerPoint is amazing.

Senior Financial Analyst

My favorite feature is the link tracing feature which is multilayered. Makes data integrity review seamless.

Principal Financial Analyst

Tracing formula function is amazing, and th e simplicity to use it the formula. Based on other competitors using the functions are easy.

Associate

The ability to create a clean and professional presentation is significantly augmented by my use of these tools.

Director of Finance Transformation

Great tool that I wished I had earlier in my career. Would have saved countless hours of building and reviewing models.

Senior Associate

I can not use excel without it anymore. It is the most useful and powerful tool I have and I use it literally all day every day.

Ease of use and pasting into PPT has made using Macabacus great.

Investment Banking Analyst

Whenever I try to do this, the sizing gets messed up or it autofit to the location I am trying to add it to.

Investments

Undo functionality is very scary because it doesn't work.

If my company stopped paying for Macabacus, I would pay for it out of pocket.

I find the integration with Excel, the customization tools for modelling and formatting and the ease of use to be exceptional.

First Rate Vantage vs Macabacus Comparison (2026)

First Rate Vantage

Macabacus

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives