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 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."
"First Rate's CRM will provide us with a scalable solution and business by eliminating time consuming, redundant work."
"First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."
"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."
"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."
"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."
"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."
"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."
Contact us today to upgrade your investment management platform.