Solutions Overview

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Our Ultralight and Agile Client Reporting Solution

First Rate Lightning is a turnkey solution that provides ‘Powerful Reporting in a Flash’. Its built-in GIPS® compliance tools, seamless integration and user-friendliness make it an investment worth making, with benefits well beyond its actual output.

Lightning was created to pre-define some of the most commonly run reports into two different levels of service: Lightning offers our most commonly run report, which includes financial data, return information, and allocation information all on one page, while Lightning Plus offers the Lightning report plus additional templates which show data all the way down to the position level.

First Rate Lightning levels the playing field for smaller firms who cannot afford the high investment minimums of classic reporting solutions. Use it to solve key reporting challenges and easily upgrade your reporting situation. First Rate Lightning provides:

  • Sophisticated firm-branded client reports in a flexible and scalable structure
  • Investment performance results in real-time through an intuitive system with mobile access
  • Benchmark and data services resulting in scrubbed, filtered and organized report-ready data extracted from your Custodians and Trust Accounting Systems
  • On demand client presentations that help you stand out and add relevance to your client experiences
  • Goals Based Reporting that allows you to define different growth scenarios for client goals (based on target goal amount or annual income goal) and supports a stronger client prospecting conversation.


How Lightning Works

Lightning extracts information from a firm’s Custodians and Trust Accounting Systems, then scrubs, filters and organizes the data into a sophisticated set of reports for client delivery.