AS A

Extend your solution and service model by leveraging
your current data with proven experts in performance,
technology, and service.

PERFORMANCE

INVESTMENT

SERVICE

YOU ALREADY HAVE THE DATA. LET’S USE IT.

WHAT IS IPAAS?

You have endless amounts of data being housed in various technology systems and platforms. Instead of purchasing yet another technology solution that overpromises and underdelivers, let us do what we do best; consume your data and deliver it into any format that you designate, also known as Investment Performance As A Service (IPAAS).

HOW DOES IPAAS WORK?

First Rate can consume, aggregate, calculate, audit, and normalize your data, then output it into the format that you need. You receive performance in a model that is efficient, easy, and delivers what you want exactly how you want it. This allows your firm to concentrate on growing your business with proven experts and systems deployed in your unique way.

WHY DOES IPAAS MATTER?

Wealth management is an ever-changing industry with an infinite number of technology solutions thrown at you daily. First Rate endeavors to shut out all the noise by delivering, developing, and supporting your current technology model. Don’t change the solutions that work for your firm; instead, partner to leverage your current data and get exactly what you need.

WHAT IS IPAAS?

You have endless amounts of data being housed in various technology systems and platforms. Instead of purchasing yet another technology solution that overpromises and underdelivers, let us do what do best; consume your data and deliver it into any format that you designate, also known as Investment Performance As A Service (IPAAS).

HOW DOES IPAAS WORK?

First Rate can consume, aggregate, calculate, audit, and normalize your data, then output it into the format that you need. You receive performance in a model that is efficient, easy, and delivers what you want exactly how you want it. This allows your firm to concentrate on growing your business with proven experts and systems deployed in your unique way.

WHY DOES IPAAS MATTER?

Wealth management is an ever-changing industry with an infinite number of technology solutions thrown at you daily. First Rate endeavors to shut out all the noise by delivering, developing, and supporting your current technology model. Don’t change the solutions that work for your firm; instead, partner to leverage your current data and get exactly what you need.

GROW YOUR BUSINESS

Create a more compelling offer by expanding your offering without adding
technology and headcount. 

If you’re struggling with your current performance solution, but you’re concerned that implementing a new system will be time-consuming and hectic only to leave you unhappy and deficient in the long run… read further. This is where the IPAAS model can effectively change the way you do business.

With IPAAS, we give your firm the capacity to meet all of your SLAs while also cutting your overhead and operations costs. First Rate can increase your product lines without creating new products by leveraging what we do best; consuming your data. IPAAS is designed to deliver, develop, and support technology that is already in place. Your firm is a data hoarder. We want to turn your mess into a better message by sourcing and displaying your data.

WITH PROVEN EXPERTS AND SYSTEMS

We have more than 25 years of expertise in solutions and services built specifically for performance and client reporting. Let us focus on what we do best and free your time to monetize your business.

Let’s face it; your firm is in the business of being an expert in all things. But at the end of the day, you only have so much time to do what you do best and performance is hard. Don’t let it be the reason you are bogged down and unable to focus on what truly matters.

Other vendors tend to overpromise and underdeliver on their solutions, services, and technology. You deserve better. We are in the business of partnering to showcase your firm as a professional in performance without being the driver behind the system.

Instead, do what you do best and leverage our services in a variety of ways including white labeling, APIs/Integrations, client portals, etc.

with-proven-experts-and-systems-2
deployment-model-01

A DEPLOYMENT MODEL THAT WORKS FOR YOUR FIRM

Deepen your client relationships and stop building solutions that you think will work. Partner with an IPAAS solution that WILL work!

Performance and client reporting is not a one-size-fits-all model. Your firm needs to have the ability to pick and choose what is best for you.

First Rate offers a unique partnership strategy to develop and adopt our platform to work for your immediate and future needs.

GROW YOUR BUSINESS

Create a more compelling offer by expanding your offering without adding
technology and headcount. 

If you’re struggling with your current performance solution, but you’re concerned that implementing a new system will be time-consuming and hectic only to leave you unhappy and deficient in the long run… read further. This is where the IPAAS model can effectively change the way you do business.

With IPAAS, we give your firm the capacity to meet all of your SLAs while also cutting your overhead and operations costs. First Rate can increase your product lines without creating new products by leveraging what we do best; consuming your data. IPAAS is designed to deliver, develop, and support technology that is already in place. Your firm is a data hoarder. We want to turn your mess into a better message by sourcing and displaying your data.

WITH PROVEN EXPERTS AND SYSTEMS

We have more than 25 years of expertise in solutions and services built specifically for performance and client reporting. Let us focus on what we do best and free your time to monetize your business.

Let’s face it; your firm is in the business of being an expert in all things. But at the end of the day, you only have so much time to do what you do best and performance is hard. Don’t let it be the reason you are bogged down and unable to focus on what truly matters.

Other vendors tend to overpromise and underdeliver on their solutions, services, and technology. You deserve better. We are in the business of partnering to showcase your firm as a professional in performance without being the driver behind the system.

Instead, do what you do best and leverage our services in a variety of ways including white labeling, APIs/Integrations, client portals, etc.

A DEPLOYMENT MODEL THAT WORKS FOR YOUR FIRM

Deepen your client relationships and stop building solutions that you think will work. Partner with an IPAAS solution that WILL work!

Performance and client reporting is not a one-size-fits-all model. Your firm needs to have the ability to pick and choose what is best for you.

First Rate offers a unique partnership strategy to develop and adopt our platform to work for your immediate and future needs.

HEAR FROM FIRMS JUST LIKE YOURS

IPAAS Success Story

250B+ AUM Wealth Manager was unable to meet their overnight SLAs.

$250B+ AUM
Wealth
Manager

The firm’s proprietary performance system was running on the mainframe. It became increasingly difficult and costly to maintain.

Read How First Rate IPAAS Solved Their
Problem
IPAAS Success Story

$150B+ Regional Bank leverages IPAAS to power mobile app.

$150B+
Regional
Bank

The $150B+ Regional Bank needed to load the previous day’s performance data by 5am in order to support investor mobile and web experience.

Read How First Rate IPAAS Solved Their
Problem
IPAAS Success Story

WealthTech firm’s performance technology was not competitive.

Public
WealthTech
Firm

The WealthTech firm had a lack of internal performance experts and development resources available to build an industry-leading system.

Read How First Rate IPAAS Solved Their
Problem

HEAR FROM FIRMS JUST LIKE YOURS

IPAAS Success Story

250B+ AUM Wealth Manager was unable to meet their overnight SLAs.

$250B+ AUM
Wealth
Manager

The firm’s proprietary performance system was running on the mainframe. It became increasingly difficult and costly to maintain.

Read How First Rate IPAAS Solved Their Problem
IPAAS Success Story

$150B+ Regional Bank leverages IPAAS to power mobile app.

$150B+
Regional
Bank

The $150B+ Regional Bank needed to load the previous day’s performance data by 5am in order to support investor mobile and web experience.

Read How First Rate IPAAS Solved Their Problem
IPAAS Success Story

WealthTech firm’s performance technology was not competitive.

Public
WealthTech
Firm

The WealthTech firm had a lack of internal performance experts and development resources available to build an industry-leading system.

Read How First Rate IPAAS Solved Their Problem

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