First Rate Investment Performance Solutions


Your firm is unique. Instead of trying to fit you in
a box, First Rate strives to provide a market-focused
approach by attracting, retaining, and managing our
clients and partnerships. Each market aligns
purpose-built technology, solutions, and service-sets
that meet the exact needof your firm's specific
market. Technology should be an asset, not a distraction!
Let us help you hone your unique needs into a solution
set that delivers what you want.

First Rate Markets


$10b and above trust/bank wealth management firms

Wealth is a global team of experts that serve the $10B< Bank Trust market that focuses on providing strategic value to our clients through innovative WealthTech and personalized service.

Learn More


$5-10B trust/bank wealth management

Trust is a global team that serves the $5-10B trust and bank market that offers a suite of performance solutions to modernize technology, standardize reporting, and organize workflow.

Learn More


Up to $5B trust, community and regional banks

Community Trust specializes in proving community and regional banks with a turnkey performance measurement and client reporting solution that meets all their needs in an innovative technology platform.

Learn More


Foundations/endowments, RIAs, investment management, and financial service enterprises

Uniquely positioned to support your firm’s need for robust tools, transparent reporting, and reliable data sources, Institutional strives to collaborate on how to offer solutions and services at scale that support the needs of your customers without taking time and resources away from the mission of your firm.

Learn More


Private Equity, Venture Capital, and Real Estate

Compelling technology that solves alternative asset manager’s complexities.

Learn More


Broker/Dealer takes 30 years of collective experience serving the Bank Trust market into the Broker/Dealer space to tailor our products and services to this unique group of customers.

Learn More


Capturing the entire wealth picture for single and multi-family offices through providing flexible data aggregation and performance reporting solutions

Learn More


  • "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
  • "First Rate's CRM will provide us with a scalable solution and business by eliminating time consuming, redundant work."
    Managing Director, Registered Investment Advisor
  • "First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."
    Managing Director, Registered Investment Advisor
  • "First Rate's CRM provided some of the unique aspects that we need to run our business with the ability to track time and profitability, a customizable fee management system and the ability to track and report on alternative assets."
    Chief Compliance Officer, Register Investment Advisor
  • "In researching different solutions for our portfolio management and CRM needs, we found the First Rate system provided the best combination of integrated systems. The all in one aspect was very important to us and the CRM capabilities were on par with the customized system we currently use."
    Chief Compliance Officer, Register Investment Advisor
  • "Once we delved deeper into combining client reporting, customer relationship (CRM) capabilities and practice management, it seemed like a natural fit to choose First Rate’s CRM platform."
    President, Independent Broker Dealer and Registered Investment Advisor
  • "We are in a relationship business, thus we want a partnership with all of our services providers. We chose a partner we could grow with, one who has the ability to adapt to ever changing client needs."
    Managing Director, Registered Investment Advisor
  • "As the industry accepts that more clients judge the success of their portfolios based on their life goals as opposed to just benchmarks, firms will need to adjust the way they demonstrate values."
    Research Director, CEB TowerGroup

Contact us today to upgrade your investment management platform.

Start typing and press Enter to search