First Rate has been providing advanced Chicago wealth management software solutions for over three decades. We thrive on seeing your Wealth Management firm succeed with up-to-date software offering a powerful and intuitive toolset. From accurate data aggregation to sophisticated performance reports/insights, we put emphasis on product innovation.
Many of our customers upgraded to our award-winning wealth management software solutions in Chicago IL because they employed manual processes in their accounting that were error-prone and inefficient. Using old, clunky software puts your firm and your clients at risk of non-compliance. This is especially true in a financial world of held-away accounts and complex asset classes.
If you want to stay current in wealth management, you need the latest software. First Rate is here to help with our extensive (and international) experience in this area.
Modern Chicago Wealth Management Software Solutions are Important
Many Wealth Management firms don’t consider the importance of upgrading to current wealth management software solutions in Chicago IL until a serious consequence occurs. That could be any of the following:
These are just several examples but there are many more advantages. For example, our advanced Chicago wealth management software solutions utilize an investment portal that allows near-instant (and highly secure) communication with clients, investors and coworkers.
At First Rate, we like to remind our future customers that modern data aggregation, reporting and actionable insights start with keeping your financial software current. All the following use our robust wealth management software solutions in Chicago IL as the backbone of their business operations:
They all know that delays in important Chicago wealth management software solutions upgrades can be costly. You’ll be able to transform data sets from any source or feed, including held-away accounts and alternative assets, and deliver to the following:
First Rate makes customizable software that supports all accounting types and streamlines your operations to free up valuable resources.
Contact Us for Chicago Wealth Management Software Solutions That Work
Call First Rate at 1-888-393-7283 with your questions.
Or set up an informative, free demo to evaluate the advantages of upgrading to our award-winning wealth management software solutions in Chicago IL.