CAPTIVATE YOUR CLIENTS
REPORTING AS A SERVICE
WITH A COMPELLING
INVESTMENT STORY
Bring your clients' investment stories to life
by translating complex performance data
into a clear and comprehensible vision
using a fun, innovative, customizable, and
user-friendly reporting tool.
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4 Steps to Compelling Client Reports

CREATE YOUR LOOK

Custom branding options allow you to take control of the look and feel of your reports and solidify your brand with your clients.

MAKE YOUR POINT

Select objects from over 150 schedules in the report builder to communicate your clients’ investment strategies and illustrate reporting objectives.

DEFINE NORMAL

Establish rules and standards to automatically apply each time you generate a report package, ensuring compliance and consistency.

COMMUNICATE

Use the custom report package to support the investment conversation with your clients as well as the value of your strategy.

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IS YOUR FIRM EXPERIENCING THESE ISSUES?

Inability to Produce or Distribute
Performance Data

Many firms don’t have a reliable infrastructure in place to distribute the calculations produced from a performance measurement system.

Inconsistent Reporting

Manual or outdated reporting systems and platforms can make running reports a time-consuming task that is vulnerable to errors and oversight.

Inability to View and Interact with Data

Firms without the ability to extract analytics and understand data context are more likely to provide confusing and inaccurate investment communication to their clients.

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Client Retention

This intuitive reporting tool allows you to clearly illustrate your client’s investment strategy and your value to encourage lasting relationships with your clients.

Mitigate Risk

Ensure your firm is consistently meeting industry and compliance regulations with the ability to establish automated rules that apply to all generated report packages.

Scale Your Business

A scalable reporting solution helps your firm to not only improve client retention but also provide the support your front office team needs to grow your business.

VALIDATE YOUR STRATEGY

Validate and support your investment strategy with custom report packages that clearly illustrate the pathway to achieving your clients’ goals, showing them the compelling story of where they came from and where they are going.

With 300+ clients and more than 3T in AUM, our award-winning client reporting technology 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 – calculating and illustrating performance data.

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OUR DEDICATION TO COMPELLING
INVESTMENT STORYTELLING

raas-illustrate-and-validate-your-investment-strategy
  • Out-of-the-Box

    Our easy-to-use interface requires NO infrastructure investment. All we need is your data!

  • Robust

    Choose from a diverse common library of reports that are visually appealing and easy to understand.

  • Client-Centric

    We focus on the presentation of the data so you can focus on building stronger client relationships.

  • Experience

    Through user experience and adaptation, our tool has evolved to perfect client usability and scalability.

  • Consistent

    Ability to create automated rules to ensure compliance and industry standards are met in every report package.

  • Reproductive

    Reuse your custom-built report packages without having to start from scratch each time you generate reports.

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TESTIMONIALS

  • "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

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