Services With Purpose
In 1996, First Rate launched fully outsourced Back Office & Front Office solutions. This accomplishment was followed shortly in 1997 with Snap Shot, the first commercially-available browser-based performance reporting product. First Rate cruised into the millennium processing over 275,000 portfolios and established our Managed Hosting business line.
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.