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.
OUR DEDICATION TO DATA INTEGRITY
Building data integrity requires a full commitment to each step of the progress.
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.
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.
First Rate is up to date on all industry standards and regulations including earning the SOC 2 Type 2/SSAE Audits.
"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 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."
"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."