First Rate’s Data Aggregation as a Service (DAAS) is designed to help wealth management firms transform the most complex data issues by consolidating data from any source or complex data feed, including alternative assets and held-away accounts, and delivering it into critical reporting, trust accounting or portfolio management systems.
First Rate DAAS is powered by an artificial intelligent engine called ArtIE, to help ingest, automate, and efficiently process structured and unstructured data sources providing back analyses that can be used for a total wealth view of critical data insight to allow for better decision making on behalf of your clients.
Extract and aggregate data on hard-to-reach custodians, and complex data feeds typically associated with held-away assets.
Eliminate the manual and time-consuming process to aggregate and report on alternative assets.
View your clients’ total wealth picture to create better and more informed investment strategies.
Years of experience
in aggregating data
Transactions
processed annually
Data
accuracy
Seconds processing
time/document
THE PROOF IS IN THE DATA
We understand your frustrations – your firm spends more time dealing with technology and data issues than working on your business.
With 300+ clients and more than 3T in AUM, our award-winning performance service is trusted by firms just like yours. First Rate has established a reputation for increasing our clients’ product lines without new product creation by leveraging what we do best – data aggregation.
OUR DEDICATION TO DATA INTEGRITY
Building data integrity requires a full commitment to each step of the progress.
Data extraction from any format including electronic feed, PDF, excel, images, paper, web harvesting, etc.
Custodial level, portfolio level, transactional level reconciliation. Multiple layers of automated QA processes.
Fully normalized data per client requirement. Supports custom normalization rules at the firm, client, custodian, and account level.
Exception handling of data accuracy, in-built quality assurance and business rule compliance.
Flexible & interactive dashboard, performance return methodologies, risk metrics allocation & benchmark analysis.
Integration into client’s core systems. Complete insulation from custodian and technology variability.
TESTIMONIALS
