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.

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.
TESTIMONIALS