First Rate Markets
Wealth $10B+ AUM Wealth $5-10B AUM Wealth $5B AUM Institutional Broker-Dealer & RIA Alternative Asset Management Family Office
First Rate Brands
First Rate Ventures First Rate Vantage First Rate Finantech
First Rate Corporate
About Careers Global Offices Product Teams First Rate Living Thought Leadership

Request a personalized demo from First Rate.

Contact Us

Austin Investment Fund Accounting Software

If you are a wealth management firm looking for the most reliable Austin investment fund accounting software, then you've come to the right place. First Rate has been the go-to provider of high-quality software solutions for Wealth Management firms for more than 30 years, and our investment fund accounting software in Austin TX is testament to that.


Reasons To Choose Our Austin Investment Fund Accounting Software

At First Rate, we understand the importance of accurate investment data and the vital role it plays for your clients. That's why our investment fund accounting software in Austin TX is designed with the needs of Wealth Management firms in mind. Here's why you should choose First Rate:

  • Our software is fast and reliable, providing accurate data quickly.
  • We have a dedicated customer service team who are available to assist with any queries or questions you may have.
  • Our software is fully customizable to meet the specific needs of your clients.
  • We offer full training on the software to make sure you and your team get the most out of it.
  • Our Austin investment fund accounting software is compliant with all applicable regulations and standards.

Whether you are a large or small firm, First Rate has the perfect solution for your investment fund accounting software in Austin TX. Some premium features of our Austin investment fund accounting software include:

Reporting and Insights

With our investment fund accounting software in Austin TX, firms get access to our Reporting as a Service (RAAS) and Insights as a Service (IAAS) platforms. RAAS enables firms to create custom reports and provide detailed insights into their investments, while IAAS uses predictive analysis to generate useful insights.

Investment Performance Analysis

Firms can use our software to analyze their investments and identify areas for improvement. Our Austin investment fund accounting software features the robust Investment Performance as a Service (IPAAS) platform, which provides the tools to analyze investments and devise strategies for improving performance.

Data Aggregation

Data drives our investment decisions, and our investment fund accounting software in Austin TX helps firms aggregate their data to gain better insights into their investments. With our powerful Data Aggregation as a Service (DAAS), firms can quickly gather data from multiple sources and analyze it to make informed decisions.


Contact Us Today

If you're interested in learning more about our Austin investment fund accounting software, feel free to contact us today. Our team will be happy to answer any questions you may have and help you find the perfect solution for your firm. Dial 1-888-393-7283 to get started.