WEALTH MANAGEMENT

SOLUTIONS AND SERVICES

DESIGNED FOR YOU

Holistic Approach.

Tailored Solutions.

Scalable and Versatile

Trusted.

Relational.

Secure.

BETTER PERFORMANCE. BETTER RESULTS.

First Rate exists to help wealth management firms
grow and thrive as stewards of their clients’ investments.

FIRST RATE MARKETS
For more than 25 years, we have supported Trust Banks, Registered Investment Advisors, Broker-Dealers, Asset Managers, and Family Offices domestically and globally to experience better... Better performance. Better results. Better solutions. Better services.
FIRST RATE SERVICES
First Rate is a leader in the wealth management sector, not only for innovation, but also for services built on excellence. We partner with you to ensure your firm is maximizing our solutions and products to fit your specific needs and the needs of your clients.
FIRST RATE SOLUTIONS
First Rate solutions are 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.

Contact us today to upgrade your investment management platform.

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