The future of community banks is undoubtedly being led by unique and diverse expectations from a new generation of investors. Being client-centric requires agile, data-focused, and scalable technology that many community banks find challenging to adopt due to limited resources. However, the great wealth transfer is creating a demand for a new banking experience, forcing community banks to make the leap towards a total digital transformation.
First Rate has been an expert provider of wealth management technology for more than 30 years including performance measurement, data aggregation, and client reporting. Our intuitive report packages are designed to fit the needs of your investors and allow advisors to spend more time focused on clients and growing their business. Our AI and machine learning technology allow your advisors to create personalized experiences for clients and enhanced investment strategies without overextending your time or resources.
Capture, Integrate, Regulate
Transform the most complex data issues by consolidating data from any source or complex data feed, including alternative assets and held-away accounts, allowing clients to see a holistic view of their investments.
- Transform unorganized and decentralized data
- Eliminate manual processes
- Reduce errors and improve accuracy
- Free up internal resources
- Improve reporting efficiency
- Pull in held-away and alternative assets for a total wealth picture
Ensure Your Data is as Trustworthy
as You Are
Remove manual data processes and disparate systems with an integrated and trusted performance calculation solution designed to audit your data and implement best practices so you can tell your clients’ investment story with confidence.
- Built trust and lasting relationships with clients
- Meet your SLAs with confidence
- Streamline your technology and consolidate disparate systems
- Ensure compliance with industry regulations and standards
- Scale your processes and grow your business
Captivate Clients with Compelling Client Reports
Select from a variety of report packages to fit the diverse needs of your clients or create custom reports on the fly. Our report packages allow your firm to translate complex performance data into a meaningful conversation.
- Build client retention by communicating your investment strategy and results
- Create automated rules and standardize reporting to mitigate compliance risk
- Scale your business with turnkey client reporting
- Easily implement into any system using custom APIs
- Utilize a diverse library of reporting schemes
- Reuse custom report packages and templates to generate reports faster
Empowering Strong Performance with Intelligent Insights
Unlock the truth behind your clients’ data using AI, ML, and NLG technology. Our intuitive solution generates actionable insights for your advisors’ decision-making process which saves valuable time and resources that can be focused on growing your business.
- Peer comparison to provide context and accurate assessment of performance
- Data insights help comply with industry standards and ensure you’re on par with compliance
- Scale across large sets of accounts using an AI engine
- Extracted data leads to an actionable plan
- Provide context to your data
JANISE HIATT SOTO
"First Rate's CRM will provide us with a scalable solution and business by eliminating time consuming, redundant work."
"First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."
"First Rate's CRM provided some of the unique aspects that we need to run our business with the ability to track time and profitability, a customizable fee management system and the ability to track and report on alternative assets."
"In researching different solutions for our portfolio management and CRM needs, we found the First Rate system provided the best combination of integrated systems. The all in one aspect was very important to us and the CRM capabilities were on par with the customized system we currently use."