First Rate Institutional provides robust tools, transparent reporting, and reliable data to Endowments, Charitable Funds, Pension Funds, and other institutional investors. We take a collaborative approach, tailoring solutions at scale to support the unique needs of our customers through our team of performance experts, customizable solutions, and deep tech stack.
Translate complex data into clear insights, streamline and automate processes, ensure oversight and compliance, and create robust reports to better inform your investment decision making.
CORE 2.0™ Comes loaded with a suite of innovative tools, featuring an advisor dashboard and a report builder that adds ample functionality and an extensible widget library.
ExecView is an automated oversight and surveillance solution that allows you to analyze advisor performance and risk exposures, assess trends and identify outliers and exceptions, as well as meet your firm's surveillance needs.
IPAAS integrates a trusted performance calculation engine into any platform using APIs. Our proprietary data processing and auditing practices will help you meet your SLAs with confidence.
Client Presentation Builder (CPB):
Experience full customization for creating and presenting client reporting packages, including exclusive features like Presentation Mode, which enables advisors to highlight specific sections within a report, zoom into each section, then dive into the details with clients.
Some institutional constituents simply want a 40,000-foot view of fund strategy, investments and progress. Others demand minute detail to ensure the mission is respected. Yet at every level, the highest level of service should be expected, and that’s precisely what sets First Rate apart. We encourage you to meet our dedicated team of experts.