Extend your solution and service model by leveraging
your current data with proven experts in performance,
technology, and service.
YOU ALREADY HAVE THE DATA. LET’S USE IT.
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.
Contact us today to learn more about how First Rate’s Investment Performance As A Service platform can help your firm!