DATA AGGREGATION · PERFORMANCE · REPORTING · INSIGHTS

TECHNOLOGY AS
IT SHOULD BE

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INNOVATION

Flexible Solutions that

Drive Growth and Efficiency

BETTER PERFORMANCE. BETTER RESULTS.

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

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.

FIRST RATE MARKETS

Here is your go-to resource for top-level industry insight, driven by First Rate thought leaders that are passionate about solving some of wealth management’s top challenges with innovative technology. From blog articles, videos, and white papers, expand your knowledge base by hearing from the unique perspectives of our industry experts.

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