The Wealth Management industry is rapidly evolving, creating challenges that only innovation can solve. Whether it’s sustainable investing, cryptocurrency, or attribution reporting, data is key to driving better, more transparent investment strategies.
First Rate has been an expert provider of wealth management technology for more than 30 years including performance measurement, data aggregation, and client reporting. Our AI and machine learning technology provide an agile and intelligent approach to data processing, analysis, and strategy development. Our data-focused technology combined with our client-centric service is designed to enhance client satisfaction and allow more time for wealth managers to focus on growing their business.
LET SUCCESS HAPPEN IN THE BACKGROUND
Make it your own. Our solutions are built to allow wealth managers flexibility and customization in how they use the system. It requires less training and eliminates the management needed at the global level.
Get exactly what you need and cut the rest. First Rate’s easy-to-use reporting solution is equipped with a diverse catalogue of sub-reports to choose from, allowing the wealth management firm to meet a wide range of client needs.
Data Driven Expertise
We are more than data analysts and you’re more than just a number. Our performance experts provide a consultative approach to help your wealth managers understand the data and how to get the most out of our solutions.
First Rate’s intelligent performance engine learns as it grows. Your advisors can trust that our engine has been perfected by the longevity of 30 plus years of data processing and is unmatched in the industry.
BY THE NUMBERS
Senior Service Manager,
Wealth – Hosted
"It was beneficial to move to a variety of reports and have the ability to audit, manage and produce reports for not only the clients but for management. It is a tremendous improvement from what we had."