Family offices need robust tools, transparent reporting, and reliable data sources to provide families with a holistic picture of all their assets.
At First Rate we have reimagined our core technology so we can leverage our areas of expertise while working hand in hand with innovative and trendsetting partners. Through this collaborative focus, we can offer tailored solutions at scale with the depth of features needed to support the unique needs of our customers without taking time, resources, and money away from the overall mission of the firm.
TEAM
NICK ROD
Services
Consultant
LOGAN TAYLOR
Sales
Consultant
Simplify Data Aggregation to Transform Your Business
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.
Schedule a Meeting with the Family Office Team Today
