POWERFUL INSIGHTS
IAAS
EMPOWER GREAT
DECISIONS
Without intel, the pathway to uncertainty
is fast-tracked. Your data is the key to
unlocking the truth behind your client’s
investment story. Insights as a Service (IAAS) helps
your firm to Understand your data in order to build
trust and make the best decisions for your clients.
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TM

Data Intelligence is as Simple as 1-2-3

Assess

We start with an exploratory analysis to understand the health and current strategy of your data and business practices.

Apply

Our AI technology (NLG, Machine Learning MVO, and LSTM) will generate predictions, correlations, benchmarks, outlier identifications, and optimizations.

ACTION

First Rate Insights will interpret the models to deliver knowledge into actionable narratives for each recommendation that will enable your firm to make intelligent decisions for your clients.

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insights-pain-without-ai-tech

IS YOUR FIRM EXPERIENCING THESE ISSUES?

Inability to Assess and Evaluate Large Data Sets

Large accounts and data sets make it difficult to evaluate and process manually, not to mention prevent your firm from growing your client base.

Unreliable Data

Many firms spend too many resources questioning data accuracy and validating the strategy they are taking with client portfolios.

Disparate Technology

Disparate technology creates inaccurate, bad, late, or partial data issues, making it difficult to translate data into actions.

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Peer Comparison

Our recommendation engine can provide insight for your clients on how they are performing relative to their peers and other industry benchmarks.

Mitigate Risk

Intelligent data insights can help your firm comply with your fiduciary responsibilities and ensure you’re on par with industry standards and regulations.

Scale Business

With AI, your firm can provide intelligent insights that are scalable across large sets of accounts, which allows your firm to grow and build trust with confidence.

POWER YOUR STRATEGY WITH A RECOMMENDATION ENGINE

Never question your data or strategy again! Our innovative and intuitive technology makes recommendations based on your clients’ strategy with actionable narratives that help your clients reach their goals.

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 intelligence.

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is-your-firm-experiencing-client-reporting-pains

OUR COMMITMENT TO INTELLIGENT DATA MINING

  • Actionable

    The extracted data will lead to the formation of an actionable plan.

  • Robust

    The AI technology can sort through a certain amount of noise without diminishing the quality of the insights.

  • Measurable

    When applied, the action plan will result in a change that is measurable through KPIs.

  • Stable

    The insights won’t vary depending on the model creation algorithm used.

  • Enduring

    The insights are valid for the time related to the data’s ‘Half-Life’.

  • Reproductive

    The same insights will be produced regardless of how many times the data set is fed through the system.

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TESTIMONIALS

  • "First Rate strives to be a partner with our firm and are the people we can count on to give us a strategic advantage."
    Trust Office, Trust Bank

  • "First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."
    Managing Director, Registered Investment Advisor

  • "We are in a relationship business, thus we want a partnership with all of our services providers. We chose a partner we could grow with, one who has the ability to adapt to ever changing client needs."
    Managing Director, Registered Investment Advisor

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