is fast-tracked. Your data is the key to
unlocking the truth behind your clients'
investment story. Understanding your data is the key to
building trust and making the best decisions for your clients.
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.
OUR COMMITMENT TO INTELLIGENT DATA MINING
The extracted data will lead to the formation of an actionable plan.
The AI technology can sort through a certain amount of noise without diminishing the quality of the insights.
When applied, the action plan will result in a change that is measurable through KPIs.
The insights won’t vary depending on the model creation algorithm used.
The insights are valid for the time related to the data’s ‘Half-Life’.
The same insights will be produced regardless of how many times the data set is fed through the system.
"First Rate strives to be a partner with our firm and are the people we can count on to give us a strategic advantage."
"First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."
"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."