First Rate provides leadership and direction for all aspects of investment performance and client reporting solutions
ARKON, a new breed in wealth management technology, combines CRM, investment performance measurement, client reporting, fee management and portfolio oversight on a single platform designed for financial service providers.
Solutions & Services
First Rate offers a multi-tiered approach to suit your firm’s requirements. Your organization has the option to choose how to operate our performance software and services to meet your performance measurement and client reporting needs.
First Rate University
First Rate University is an integrated learning experience designed to develop human capital and drive success. Training solutions are created and customized specifically to your firm's business and departmental objectives.