First Rate Markets
Wealth $10B+ AUM Wealth $5-10B AUM Wealth $5B AUM Institutional Broker-Dealer & RIA Alternative Asset Management Family Office
First Rate Brands
First Rate Ventures First Rate Vantage First Rate Finantech
First Rate Corporate
About Careers Global Offices Product Teams First Rate Living Thought Leadership

Request a personalized demo from First Rate.

Contact Us

Chicago Investment Management Solutions


First Rate provides Wealth Management firms with innovative Chicago investment management solutions to enable them deliver better results for their high-net-worth clients. By using our investment management solutions in Chicago IL, firms can access our range of cutting-edge technology and services to maximize client outcomes.


First Rate's Chicago Investment Management Solutions

Our investment management solutions in Chicago IL are tailored to the needs of wealth management firms and their high-net-worth clients. Our technology is designed to automate processes, boosting efficiency and accuracy in decision-making. Our cutting-edge investment management solutions include:

  • Data Aggregation Solutions: First Rate's data aggregation solutions help to streamline the collection, validation and analysis of client financial information. Our Data as a Service (DAAS) platform is a trailblazing part of our investment management solutions in Chicago IL, enabling clients to import account data quickly and accurately.
  • Portfolio Management Solutions: Our portfolio management solution provides firms with a comprehensive view of their client's portfolios, allowing them to make effective investment decisions effortlessly. With our Chicago investment management solutions, firms can easily create and track portfolios, helping them to manage risk as well as return on investments.
  • Reporting Solutions: Our reporting solutions provide real-time insight into client performance and progress. Using our Reporting as a Service (RAAS) platform, firms can create customized reports to meet the specific needs of their clients.
  • Insights: Our Chicago investment management solutions provide actionable insights that enable firms to make informed decisions and accurately monitor performance. Our Insights as a Service (IAAS) platform gives firms access to comprehensive analytics and predictive models, helping them forecast market trends and make timely investment decisions.
  • Investment Performance Solutions: Wealth Management firms can now access our Investment Performance as a Service (IPAAS) platform to track and analyze funds, helping them make better decisions. With our sophisticated investment management solutions in Chicago IL, firms can monitor and compare fund performance to increase returns for their high-net-worth clients.

At First Rate, we are dedicated to enhancing the quality of service Wealth Management firms provide to their high-net-worth clients. Our investment management solutions enable firms to access the most efficient and cost-effective technology to drive better results.


Contact Us Today

Are you looking for cutting-edge Chicago investment management solutions? Get in touch with us today to learn more about our technology and services. Call us at 1-888-393-7283 to discuss your investment management needs.