First Rate is a leader in the wealth management sector, not only for innovation but also for services built on excellence. We partner with you to ensure your firm is maximizing our solutions and products to fit your specific needs and the needs of your clients. First Rate solutions are designed to meet the complex, evolving investment measurement and client reporting needs of today's financial services marketplace.
It features a full suite of seamless wealth management applications powered by the proven First Rate performance calculation engine. Here is your go-to resource for top-level industry insight, driven by First Rate thought leaders that are passionate about solving some of wealth management's top challenges with innovative technology.
It features a full suite of seamless wealth management applications powered by the proven First Rate performance calculation engine. Here is your go-to resource for top-level industry insight, driven by First Rate thought leaders that are passionate about solving some of wealth management's top challenges with innovative technology.
Services
The First Rate journey began in 1991 with a vision for a new model of success: to be Your Performance. By 1993, First Rate led the industry with one of the first PC-based rate of return calculation engines. By 2001-after only 10 years of business-First Rate had provided performance solutions to 15 clients, hired 50 employees, and added.
First Rate's Data Aggregation as a Service (DAAS) is designed to help wealth management firms transform the most complex data issues by consolidating data from any source or complex data feed, including alternative assets and held-away accounts, and delivering it into critical reporting, trust accounting or portfolio management systems.
We start with a data health assessment to understand where your data issues are coming from. Our performance experts will run your data through our proprietary data processing and auditing practices. Disparate and outdated technology systems put your firm at risk for producing inaccurate or partial data.
Custom branding options allow you to take control of the look and feel of your reports and solidify your brand with your clients. Select objects from over 150 schedules in the report builder to communicate your clients' investment strategies and illustrate reporting objectives. Establish rules and standards to automatically apply each time you generate a report package, ensuring compliance and consistency.
We start with an exploratory analysis to understand the health and current strategy of your data and business practices. Our AI technology (NLG, Machine Learning MVO, and LSTM) will generate predictions, correlations, benchmarks, outlier identifications, and optimizations.
First Rate Insights will interpret the models to deliver knowledge into actionable narratives for each recommendation that will enable your firm to make intelligent decisions for your clients.Large accounts and data sets make it difficult to evaluate and process manually, not to mention prevent your firm from growing your client base.
First Rate Insights will interpret the models to deliver knowledge into actionable narratives for each recommendation that will enable your firm to make intelligent decisions for your clients.Large accounts and data sets make it difficult to evaluate and process manually, not to mention prevent your firm from growing your client base.
Reviews (1)
Dave Lyon
Sep 18, 2020
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