ENSURING YOUR DATA
IPAAS
IS AS TRUSTWORTHY
AS YOU ARE
Investment Performance as a Service (IPAAS)
is designed to audit your data and implement best practices
so you can tell your clients' investment stories with confidence
and spend more time growing your business.
SCHEDULE DATA HEALTH ASSESSMENT

TM

Trusting Your Data is as Simple as 1-2-3

TEST

We start with a data health assessment to understand where your data issues are coming from.

AUDIT

Our performance experts will run your data through our proprietary data processing and auditing practices.

TRUST

Our proven data processes and practices will be implemented to ensure trustworthy data.

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IS YOUR FIRM EXPERIENCING THESE ISSUES?

Inaccuracy

Disparate and outdated technology systems put your firm at risk for producing inaccurate or partial data.

Lack of Transparency and expertise

Many wealth managers lack the expertise needed to identify, correct, and normalize inaccurate data.

INABILITY TO SCALE

Manual data processes keep you from meeting SLAs as well as being able to grow your business.

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Build Trust

Build trust and lasting relationships with your clients while knowing that your firm is backed by accurate and reliable data.

Meet Your SLAs

Meet your SLAs with confidence and exceed client expectations with speedy and accurate processes.

Streamline

Remove disparate systems by integrating a trusted performance calculation system into any platform using APIs.

THE PROOF IS IN THE DATA

We understand your frustrations – your firm spends more time dealing with technology and data issues than working on your business.

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 consumption.

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OUR DEDICATION TO DATA INTEGRITY

Building data integrity requires a full commitment to each step of the progress.

  • Integration

    Open APIs, extracts, and a database-agnostic technology stack enable you to choose any integration method that fits your technology strategy. You’ll never have to change your strategy to fit a performance system again.

  • Best Practices

    Our quarterly releases contain enhancements based on industry feedback and best in practice methodologies that source from 300+ Wealth Managers with more than $2T in assets.

  • Flexible Calculation Methodologies

    Choose between time-weighted, daily, money-weighted, multi-currency, and alternative calculation methods.

  • Proven Experts Leading the Way

    Our team of experts have more than 25 years of expertise in investment performance as a service.

  • Compliant

    First Rate is up to date on all industry standards and regulations including earning the SOC 2 Type 2/SSAE Audits.

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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 proved to have a differentiated level of experience, system reliability, and capabilities. In addition to a powerful calculation engine, the technology eliminates numerous manual processes and provides a more streamlined workflow."
    Director of Operations, Trust Bank

  • "It was beneficial to move to a variety of reports and have the ability to audit, manage and produce reports for not only the clients but for management. It is a tremendous improvement from what we had."
    Investment Coordinator, Trust Bank

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