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.

INVESTMENT PERFORMANCE
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.

ON-PREMISE
SUPPORT

First Rate offers on-premise
support designed for your firm
to maintain solution control
and deploy in-house within
your current firm’s IT
infrastructure.

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.

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.

Investment-Performance-as-a-Service
GROW YOUR BUSINESS

GROW YOUR BUSINESS

Implementing a new performance system is time-consuming and costly. IPAAS allows your firm to create a more compelling offer by expanding your offering without adding technology and headcount.

PROVEN EXPERTS AND SYSTEMS

PROVEN EXPERTS AND SYSTEMS

We have more than 25 years of expertise in solutions and services built specifically for performance and client reporting. Let us focus on what we do best and free your time to monetize your business.

A DEPLOYMENT MODEL THAT WORKS FOR YOUR FIRM

A DEPLOYMENT MODEL THAT WORKS FOR YOUR FIRM

One-size-fits-all solutions don’t always fit the needs of your clients. IPAAS allows you to deepen client relationships by accessing best-in-class solutions that fit the complex needs of your firm.

ON-PREMISE SUPPORT

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.

SCALE

SCALE

Wealth managers require depth. Sometimes, they need different depths based on multiple client segments within the firm at scale. On-premise support is built to process data at the depth your firm requires through our proprietary deployment strategy.

BEST-OF-BREED

BEST-OF-BREED

While many firms struggle to keep up with industry changes, on-premise support ensures that your firm’s performance software is up to date with best industry practices including GIPS compliance, reporting methodologies, and analytics.

CONTROL

CONTROL

The front office experience is the biggest differentiator for wealth managers. On-premise support is the best way to retain control of the overall user experience while integrating First Rate’s performance calculation engine into your existing technology.

On-Premise-Support

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.

system-architecture-and-guidance-02
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 CERTIFIEDSECURITY PROGRAM

ISO 27001 CERTIFIEDSECURITY 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. 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 your needs, and we also offer industry expertise 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 IS A SERVICE

PERFORMANCE IS A SERVICE

At First Rate, Performance is 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.

Back-Office-Support

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

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IMPLEMENTATION & ONBOARDING

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

Collaborative Solution Development

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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

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ONGOING SUCCESS

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

Contact us today to upgrade your investment management platform.

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