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Seattle Wealth Management Platform

First Rate is a top-tier Seattle wealth management platform that helps our clients and business partners scale. We have over 30 years of experience in software innovation that helps companies in the following markets grow:

  • Bank Trust
  • Broker Dealer
  • Asset Management
  • Alternative Asset Management
  • Registered Investment Advisors
  • Foundations and Endowments

Our wealth management platform in Seattle WA offers many features that give you an edge over the competition. Wealth managers are always looking for better ways to tell a story from data sets. Our clients seek better and more efficient ways to make financial data useful.

Seattle Wealth Management Platform for Growth and Efficiency

First Rate exists to help Wealth Management firms and related financial entities with our Seattle wealth management platform. We meet each firm’s specific needs supporting them with proven software solutions. We provide the following (and more):

  • Data Aggregation
  • Performance
  • Reporting
  • Insights

Our clients know that data can tell many different stories. We can save your firm endless hours of number crunching and focus on how to tell a specific story about what is happening in a portfolio or multiple portfolios. Thus, our wealth management platform in Seattle WA will allow you to spend more time growing your business.

First Rate supports Wealth Management firms with AUM in the range of $100 million to $10 billion and above. Some of our clients represent divisions of some of the biggest firms in the world. However, we also have smaller clients such as Registered Investment Advisors. Thus, we have decades of experience using our wealth management platform in Seattle WA in firms of different sizes. We’re proud to serve some of the most discerning financial entities in the world with our advanced Seattle wealth management platform.

First Rate can help your firm by transforming complex data from various sources and delivering it to your critical reporting, trust accounting or portfolio management systems. Think of it as an end-to-end data system that empowers you. We will verify the data, extract it from the right resources and integrate it into your reporting systems.

Contact First Rate: Wealth Management Platform in Seattle WA

We have over 300 clients and more than $3 trillion in assets under management (AUM). First Rate has a reputation for bolstering our clients’ ability to scale.

Call us at 1-888-393-7283 to set up a free demo of our remarkable Seattle wealth management platform or ask any questions.