10 Years and Growing
By 2001–after only 10 years of business–First Rate had provided performance solutions to 15 clients, hired 50 employees, and added SMA performance to its suite of products. During the next 5 years, new technology drove new applications. Snap Shot evolved into Advisor, dramatically increasing reporting functionality through user-level flexibility.
Professional, a process-driven back office engine, rounded out our browser-based suite of products with the power to calculate unlimited returns per second with its scalable architecture. First Rate by then processed more than 650,000 portfolios.
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.