Fully Outsourced Back Office for a Better Front-Office Experience

In addition to the benefits provided by our Managed Hosting solution, our Service Bureau provides fully outsourced back-office services to ensure the best front-office experience. Service Bureau is the trusted expert in providing consultative solutions for accurate performance reporting. Capitalize on our performance industry and system expertise to minimize the overhead requirements associated with maintaining an accurate in-house database of portfolio performance information, and realize economy of scale by reducing the need for additional staff as your business grows.

Focusing on the quality of your monthly performance measurement data and calculations is what we take pride in. We diligently load, process, audit and verify all data components within your firm’s customized performance solution with the ultimate goal of making your firm more efficient and successful.

Our Service Bureau delivers:

  • Confidence and peace of mind that the results you provide are consistent and accurate
  • Dedicated support team of performance experts and direct access to your dedicated analyst
  • Better return on investment by leveraging First Rate to extend your back-office capabilities.