First Rate services are designed to provide the highest
level of expertise, reliability, and security. Learn more about
how First Rate service teams collaborate to create
tailor-made solutions that solve the ever-changing needs of the
wealth management industry.
SERVICE THAT MATTERS
First Rate is a leader in the wealth management sector for not only innovation but also for services built on excellence. We partner with you to ensure your firm is maximizing our solutions and products to fit your specific needs and the needs of your clients.
AS A SERVICE
Investment Performance as a
Service (IPAAS) extends your
solution and service model by
leveraging your current data with
proven experts in performance,
technology, and service.
First Rate offers on-premise
support designed for your firm
to maintain solution control
and deploy in-house within
your current firm’s IT
SYSTEM ARCHITECTURE & GUIDANCE
First Rate is equipped and
dedicated to designing a
that expands your services
and infrastructure to empower
growth in a scalable structure.
First Rate partners with
your firm to apply industry
standards and best practices
in order to create a better
front office experience
for your firm.
INVESTMENT PERFORMANCE AS A SERVICE (IPAAS)
You have endless amounts of data being housed in various technology systems and platforms. Instead of purchasing yet another technology solution that overpromises and underdelivers, IPAAS allows your firm to consume data and deliver it into any format that you designate.
First Rate’s on-premise support lifts the burden of compliance in the highly regulated wealth management industry by allowing your firm to keep data and processes in-house on servers managed by your own IT infrastructure.
SYSTEM ARCHITECTURE AND GUIDANCE
From hardware to disaster recovery, First Rate’s system architecture and guidance lift the burden of hosting proprietary technology solutions to allow your firm to focus on developing and strengthening client relationships. This simplified and cost-effective solution supports the technologies associated with your performance solution.
BUSINESS PROCESS OUTSOURCING
We prepare the data so you can focus on acquiring clients and building relationships with investors. Our business process outsourcing groups remove the burden of staffing an internal performance team. You can capitalize on our performance industry and system expertise as we integrate our team within your business.
Best Practice Implementations and Projects
First Rate collaborates with your firm to identify your business goals and develop customized reporting methods, API integrations, and data workflows to enhance productivity and efficiency. Our expert team provides side-by-side support through every phase, ensuring a seamless transition during implementation onto the First Rate platform and consulting your business on best practices for future growth and client satisfaction.
Implementation & Onboarding
Collaborative Solution Development
Contact us today to upgrade your investment management platform.