First Rate offers a comprehensive suite of wealthtech solutions designed especially for firms with up to $5B AUM. Our market-centric approach means you'll have access to innovative products designed to make your job easier. By simplifying your tech stack and providing scalable tools that require limited training, First Rate helps smooth your digital transformation, so you can focus on serving your clients.
Turn complexity into clarity with automated data aggregation. Improve data accuracy and reporting efficiency to provide customers with a holistic view of their investments. First Rate offers intuitive tools to help you provide actionable insights, aiding investment decision making and enhancing your client relationships and retention.
When you work with First Rate, you’ll be assigned a dedicated analyst whose job it is to help you get full value from our technology and provide as much support as your internal team requires. Jared has been with First Rate 7 years and will help ensure you get maximum value from working with First Rate. Moreover, our product suite has been designed to be easy to use regardless of your level of technical expertise.