SERVICES

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
system architecture
that expands your services
and infrastructure to empower
growth in a scalable structure.

BUSINESS PROCESS
OUTSOURCING

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.

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13 DOMESTIC REGIONS

13 DOMESTIC REGIONS

TIER 3 DATA CENTERS

TIER 3 DATA CENTERS

SSAE 16 TYPE 2 SOC2 CERTIFIED

SSAE 16 TYPE 2 SOC2 CERTIFIED

ISO 27001 CERTIFIED SECURITY PROGRAM

ISO 27001 CERTIFIED SECURITY PROGRAM

FULL REDUNDANCY IN SYSTEM ARCHITECTURE

FULL REDUNDANCY IN SYSTEM ARCHITECTURE

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.

EXPERTISE

EXPERTISE

First Rate is experienced in producing best practices for various security types and creating calculations for performance and reporting purposes within the wealth management industry.

CONSULTATIVE SOLUTIONS

CONSULTATIVE SOLUTIONS

With First Rate’s proven calculation engine, we can help your firm communicate investment performance and design data processes that fit the needs of your firm, as well as extend our resources of industry experts to provide your firm with a well-rounded team.

PROVEN PROCESSES

PROVEN PROCESSES

With many years of improving processes and resolving performance issues, First Rate is dedicated to working with your firm to design trusted and seamless reporting and performance processing workflows.

PERFORMANCE AS A SERVICE

PERFORMANCE AS A SERVICE

First Rate is Performance as a Service. With an experienced team of performance professionals and an apprentice program, we are equipped to provide your firm with guidance and a powerful data calculation engine.

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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.

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IMPLEMENTATION AND ONBOARDING

IMPLEMENTATION AND ONBOARDING

  • Implementation into the First Rate environment
  • Data onboarding and history conversion
  • Post-live, project-based enhancements
COLLABORATIVE SOLUTION DEVELOPMENT

COLLABORATIVE SOLUTION DEVELOPMENT

  • “Best Fit” solutions developed specifically for your firm
  • Custom reporting aligned with your business goals
  • Data-driven projects to provide enhanced workflows
ONGOING SUCCESS

ONGOING SUCCESS

  • Business practice assessments
  • Transparent relationship to identify inefficiencies and roadblocks
  • Unique solutions and services to address client concerns

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.

Contact Us

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