Solutions Overview

Find out more about First Rate CORE.

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Better Performance, Better Results

First Rate CORE is a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s financial services marketplace. It features a full suite of seamless wealth management applications powered by the proven First Rate performance calculation engine.

A single suite with all the elements to make sound decisions

CORE is a robust multilayered solution for performance measurement and client reporting. It provides multiple user access levels and highly customizable investment analytics, portfolio oversight, GIPS compliance and client reporting capabilities. With CORE, firms can quickly conduct enterprise-wide account analyses and comparisons based on their own mandates to inform management, advisor and investor decision-making.


How CORE Fits Your Firm’s Needs