First Rate is your top choice for Los Angeles investment management solutions. We have over 300 clients and over $3 trillion in AUM. We work with firms that have anywhere from $100 million in AUM to $10 billion in AUM. Thus, our state-of-the-art financial software is tested in a broad range of environments. We’re proud that the length of our average client relationship is over 14 years while the longest is 31 years.
Our investment management solutions in Los Angeles CA are being used by some of the biggest firms in the world. We offer Wealth Managers the opportunity to cull, control and present financial data more effectively than ever before. The many customizable features of our software are useful for presenting data to your clients about their portfolio performance. It’s also useful for creating actionable KPIs for your management team.
If your financial software is out of date, you’re likely to fall behind. With help from AI and machine learning our investment management solutions in Los Angeles CA are stronger than ever. Every portfolio manager can benefit from leveraging modern software. There is so much to be gained from all the macroeconomic (and more specific) data at our disposal.
Here are three main steps on the road to leveraging our Los Angeles investment management solutions:
If manual or inaccurate data processes are eating into your valuable time, it will impede your growth trajectory. We provide investment management solutions in Los Angeles CA with a proven track record at some of the world’s largest firms and financial institutions. You will gain valuable insights that will create better decisions and promote alpha in portfolios. The first step to effective data aggregation, reporting and insights is using the most advanced Los Angeles investment management solutions.
If your financial software is antiquated and yields mediocre results, it’s time for a change.
Call us at 1-888-393-7283 and we will set up a free demo of our Los Angeles investment management solutions for you!