First Rate - INSART

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First Rate

Account Aggregation, Billing, CRM, Portfolio Reporting

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Products / Services
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About

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, the company delivers adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, its relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

Contacts

https://firstrate.com/

info@firstrate.com

https://www.facebook.com/FirstRatePerf/

https://www.linkedin.com/company/first-rate-inc/

https://twitter.com/firstrateperf

Products / Services

Investment Performance First Rate’s investment performance platform allows your firm to analyze data and assess risk with information that you can trust.
Regulatory Surveillance Our powerful surveillance and oversight automation tool is designed to meet the needs of regulatory compliance.
Customized Reporting First Rate’s customizable and robust reporting tools are scalable to fit the unique needs of investment managers and their clients.
API and Interation Our APIs allow for clients and partners to integrate First Rate’s state-of-the-art solutions into other products and platforms.
Data Aggregation Our automated platform consolidates client information to provide insights with a comprehensive view of the full investment story.
Fee Management First Rate’s fee management system is designed to manage financial advisors’ billing complexities quickly, effectively, and securely.
The All-in-One CRM First Rate’s CRM is a comprehensive and robust client reporting platform that enables wealth managers to master their workflow.

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