Defining Our Products
In the next decade, First Rate continued to build a broader base of industry offerings with the introduction of ACE, an automated composite management tool that brought efficiency and accuracy to composite reporting through its client-specific rules. First Rate also introduced Advisor Express, which gave investment managers a streamlined reporting tool for daily point-to-point returns, investor statement, and key wealth management information without runtime setup. The release of Advisor Express allowed us to extend our services to brokerage and retail markets.
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.