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.
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.
IMPLEMENTATION & CUSTOM PROJECTS
First Rate is dedicated to
understanding the unique challenges
of your firm to streamline complex
workflows and create custom
reporting solutions that fulfill
the dynamic needs of your business.
SYSTEM ARCHITECTURE AND GUIDANCE
From hardware to disaster recovery, First Rate’s system architecture and guidance lift the burdens 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 off your shoulders. You can capitalize on our performance industry and system expertise as we integrate our team within your business.
BEST PRACTICE IMPLEMENTATION 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.
First Rate University is a learning and development platform that exists to promote corporate innovation through the personal development of employees and mastery of knowledge specific to the wealth management space. Because the development of people – your firm’s greatest asset – is a primary key in driving corporate success, First Rate University supports your efforts to engage, empower, and foster innovation at the most granular level. We are a collaborative and go-to source for useable investment and performance education, both practical and technical.
Contact us today to upgrade your investment management platform.