Licensed & Installed Applications to Run In-House

Financial firms and institutions can leverage our fully licensed/fully installed software service to adopt, implement, and automate investment measurement best practices. First Rate’s client-side installed and operated applications offer you access to our industry-leading performance measurement systems while putting you in control of running them in-house using your own teams and technical resources.

Here’s how it works:

  • First Rate licenses its software to clients and provides close support during system installation/ configuration, provides annual software updates and releases, as well as creating custom interfaces that automate data load processes.
  • Clients host and maintain all hardware required to run these licensed applications and provide processing, auditing and internal support.
  • First Rate Help Desk is available to clients for enhancement requests and error tracking.