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.
OUR DEDICATION TO COMPELLING
Our easy-to-use interface requires NO infrastructure investment. All we need is your data!
Choose from a diverse common library of reports that are visually appealing and easy to understand.
We focus on the presentation of the data so you can focus on building stronger client relationships.
Through user experience and adaptation, our tool has evolved to perfect client usability and scalability.
Ability to create automated rules to ensure compliance and industry standards are met in every report package.
Reuse your custom-built report packages without having to start from scratch each time you generate reports.
"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."