First Rate Product Teams

High-quality tools make it easier to build better relationships.

"Fueled by collaboration and top talent, we prioritize the voice of our customers to shape our state-of-the-art technologies. With positive feedback on our calculation engine and versatile reporting application, our Product teams ensures excellence, innovation, and commitment in every product we offer."

Ahmad El-Katib Chief Product Officer

The First Rate Reporting & Analytics Team is dedicated to providing innovative solutions for financial advisors and their clients.

Our product development experts are continuously expanding and improving capabilities to better serve the industry.

CORE is our comprehensive suite of products designed to help you serve clients more efficiently, so you can focus on building stronger relationships and growing your business. It includes an Advisor Portal that provides a complete view of each client's financial picture. This user-friendly and customizable dashboard enables advisors to monitor ongoing portfolio performance and long-term progress toward investment goals.

Reporting as a Service is a comprehensive reporting solutionthat makes it easy for advisors to create and distribute board-room quality, customized reports. Advisors can quickly generate reports that showcase the value of their services while helping clients understand strategy and progress.

Our Performance Analytics products provide advisors with in-depth insights into client portfolios, investment strategies, and market trends, so advisors can make data-driven decisions, monitor performance, and identify new opportunities for growth.

The First Rate Performance & Integrations Team is known for creative problem-solving and a commitment to excellence.

Our culture of collaboration enables us to work through challenges to arrive at breakthrough solutions for our performance engine, Investment Performance as a Service.

We actively participate in leadership, skills-based, and intra- departmental training to support our individual, department, and company goals. We attract top talent by investing in our employees, applying the latest technologies, and fostering an innovative workspace. Each team member develops lasting relationships with each other and our clients through onsite visits, conferences, and ongoing interaction.

The team supports our Investment Performance as a Service solution both internally and directly with clients. We are diligent in uncovering and addressing emerging industry trends.

The “voice of the customer” has a strong influence on how we develop solutions and services. In fact, our customers have provided lots of positive feedback on our calculation engine and have chosen to pull our data via open APIs. In turn, we love helping customers communicate unique investment stories by providing fast, accurate, and enriched data sets.

We continually streamline our code base, develop more flexible APIs, enhance the speed of our builds, and fine-tune the stability of our system. The success of our Performance and Integration Team is due to the fact that each member strives for excellence, takes ownership, encourages creativity, and is committed to giving back to our communities, which is at the core of First Rate’s Values.