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 Portfolio Analysis Software For Advisors

Wealth Management firms managing portfolios for their high-net-worth clientele need access to the best Chicago portfolio analysis software for advisors to maximize their clients' returns. This is where First Rate comes in, providing the most comprehensive and versatile portfolio analysis software for advisors in Chicago IL. With more than 30 years of experience providing software solutions for Wealth Management firms in Chicago and beyond, our understanding of the needs of financial advisors and complex financial decision-making is unparalleled.


Why Firms Choose Our Chicago Portfolio Analysis Software for Advisors

When it comes to understanding portfolio performance, advisors need to be able to make decisions based on the most accurate data available. First Rate's portfolio analysis software for advisors in Chicago IL provides complete transparency and insight into the performance of an investment portfolio, no matter its size or complexity. Our comprehensive suite of software tools includes:

  • Reporting Tools: Firms need to keep their high-net-worth clients abreast of the performance of their portfolios, and our Chicago portfolio analysis software for advisors allows firms to generate detailed reporting that is customized for client needs. Using the Reporting as a Service (RAAS) platform, firms can generate accurate performance reports on demand for their clients.
  • Investment Performance Tools: Timely reports on investments and portfolios help advisors make informed decisions. Our portfolio analysis software features the proprietary Investment Performance as a Service (IPAAS) platform, which provides detailed performance analysis and benchmarking of investments.
  • Data Aggregation: Wealth Management firms need access to data from multiple sources, and our Chicago portfolio analysis software for advisors provides secure, real-time aggregation of financial data from an array of sources. Our robust Data Aggregation as a Service(DAAS) platform eliminates data silos, allowing advisors to make more informed decisions.
  • Insights: Our portfolio analysis software for advisors in Chicago IL offers the best insights into current market trends and conditions. With the proprietary Insights as a Service (IAAS) platform, advisors can gain real-time strategic guidance on potential investments and portfolios, allowing them to provide added value to their clients.

First Rate is the leading provider of portfolio analysis software for advisors in Chicago IL, and our comprehensive suite of software tools can help Wealth Management firms more effectively manage their clients' portfolios.


Contact Us Today

For more information on how First Rate's Chicago portfolio analysis software for advisors can help your organization, contact us today. Dial 1-888-393-7283 and speak with one of our professionals.