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.