First Rate, a leading provider of wealth management solutions, today announced the release of its First Rate CORE enhancement for 2016. First Rate continues to raise the bar in providing new, innovative products for wealth management professionals.  In this most recent release, exciting changes continue to emerge, including:


First Rate’s management oversight solution continues to meet the increasing demands of industry regulations with new surveillance reports, such as the CorrelationCore Brochure Thumbnail Coefficient Outliers and Turnover. ExecView has been selected as a finalist for Compliance Reporting at the upcoming 2016 Wealth Management awards.

Check out a sample of the ExecView reporting. 


First Rate’s online analysis tool allows you to drill down into key financial data. This bold addition to the CORE suite of solutions allows clients to determine composite returns down to asset level returns.

Check out a sample of the Analyst drill down. 

OnPoint Reporting

First Rate’s ongoing commitment to providing vital, relevant investment information for client reporting continues with the addition of several new OnPoint Reporting exhibits. Our extensive library of reporting widgets now offers new fixed income, goals based and comparative options.

Contact First Rate Today for more information about the CORE product.

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