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Atlanta Investment Management Solutions


First Rate's Atlanta investment management solutions are designed to help Wealth Management firms deliver tailored advice and personalized strategies to their high-net-worth, corporate and institutional clients. We leverage technology and over three decades of industry experience to create innovative investment management solutions in Atlanta GA for our clients.


Our Investment Management Solutions in Atlanta GA

Designed to be intuitive and easy to use, our Atlanta investment management solutions offer a variety of features and capabilities. We have the knowledge and experience to help wealth managers make better-informed decisions, manage risk more effectively, and generate optimal returns for their clients. Our suite of services includes:

  • Portfolio Management: With First Rate's portfolio management tools, you can easily create tailored portfolios that accurately reflect your clients' specific goals, risk tolerance and investment objectives. We offer a range of strategies, including fixed income, equities, alternative investments and more.
  • Investment Performance Analysis: Our Atlanta investment management solutions include the innovative Investment Performance as a Service platform, which provides comprehensive analytics and reporting on portfolio performance, risk management and cost efficiency.
  • Data Aggregation: Analyzing large amounts of data can be time-consuming and complex. We offer a powerful data aggregation tool that simplifies the process. Our Data as a Service platform makes the process quick and easy, allowing you to easily identify trends and make more informed decisions.
  • Insights and Reporting: Our Atlanta investment management solutions also include a suite of insights and reporting tools that provide real-time information on portfolio performance, financial market trends and more.
  • Client Onboarding: First Rate's investment management solutions in Atlanta GA include a streamlined client onboarding process that allows Wealth Managers to quickly and easily create detailed profiles for each of their clients. Our platform ensures accuracy, compliance and security from start to finish.

At First Rate, we recognize the importance of having reliable, efficient and secure investment management solutions in Atlanta GA. That's why we strive to provide Wealth Managers with the best tools and guidance to help them make meaningful connections with their clients and deliver superior returns. With more than $1.5 trillion in AUM and over 30 years of experience, we are here to help you achieve your goals.


Contact Us Today

If you're a Wealth Management firm in the Atlanta area and are interested in learning more about our Atlanta investment management solutions, we invite you to contact us today. Call us at 1-888-393-7283 to get started. We look forward to speaking with you soon!