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New York Performance Attribution Analysis Software

First Rate is synonymous with cutting-edge New York performance attribution analysis software after over 30 years of continual innovation. We are now a global force leading the way with powerful financial software benefitting from AI and machine learning tools. If your Wealth Management firm is using outdated software for your financial data workflow, perhaps it's time to consider an upgrade.

Your firm will be able to import financial data from many various sources with greater ease. You’ll then be able to transform that data in numerous ways to see trends, outliers and KPIs. Our performance attribution analysis software in New York NY is highly scalable and requires minimal training. You’ll be able to start using its many features quickly!

Raise the Bar with Our New York Performance Attribution Analysis Software

When your firm starts utilizing our award-winning performance attribution analysis software in New York NY, there’s no going back to clunky, old software. In today’s competitive landscape of alternative assets and held-away accounts, your firm requires modern tools. Lay out attractive and useful pie charts and graphs of different portfolio measurements. You’ll be able to measure performance with more sophistication and report with more options.

Executives in wealthtech know how important it is to track performance accurately. That’s precisely what our New York performance attribution analysis software was designed for. Each iteration over the last three decades has made our suite of automated tools more powerful than before.

First Rate has earned prestigious awards and recognition for our dedication to performance attribution analysis software in New York NY, and our wealthtech solutions, including the following:

  • WealthManagement.com – 2016 Industry Awards
  • WealthManagement.com – Award Winner: 2021 Industry
  • WealthTechAmericas – 2022 Awards

We have offices in key markets around the globe on four continents. Our expansion has only made us more keenly aware of different and effective strategies to leverage our New York performance attribution analysis software to the fullest. We know your firm wants the most advanced performance measuring and financial reporting tools available. First Rate is here to assist you with superb customer service whenever you need us.

Contact Us for Superior Performance Attribution Analysis Software in New York NY

Would you like to set up a free, informative demo explaining some of the things our New York performance attribution analysis software can do for you? Call us at 1-888-393-7283 and we’ll be happy to schedule one at your convenience!