CORE is a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s financial services
ExecView is a powerful surveillance tool to automate oversight and assess performance. Designed to meet financial firms’ needs in the context of increased regulatory scrutiny.
ARKON is a comprehensive and robust CRM and client reporting platform
enabling wealth managers
to master their workflow
and optimize client relationships.
The fee billing system for wealth managers who want to achieve more for their firm and clients. Manage billing complexity effectively, quickly and securely with one smart solution.
First Rate Lightning provides financial institutions with a turnkey solution to deliver easy to use and sophisticated firm-branded client reports in a flexible and scalable structure.
First Rate University is a collaborative and go-to-source for investment and performance education that is specific to the wealth management and reporting space.