For more than three decades, First Rate has been providing comprehensive Portland investment management solutions to Wealth Management firms, helping them to make well-informed decisions that maximize their investments. With our investment management solutions in Portland OR, these firms can access the most sophisticated technology available to them, allowing them to decrease costs and increase efficiency, thus delivering better results for their high-net-worth clients.
First Rate exists to provide features and services that enhance portfolio performance, maximize cost savings and improve system performance for our clients. Our technology is available through a variety of platforms, including desktop, web-based, mobile and hybrid applications. We provide the following Portland investment management solutions:
Investment Performance Tracking
Wealth Management companies are tasked with managing the portfolios of their high-net-worth clients. Our investment management solutions in Portland OR feature the powerful Investment Performance as a Service (IPAAS) platform, which makes it easy for wealth managers to track the performance of individual portfolios. This platform enables clients to create customized reports and monitor their investments in real-time, helping them to make well-informed decisions.
Data Aggregation and Consolidation
Our Portland investment management solutions also include data aggregation and consolidation, which allows wealth managers to easily integrate their clients’ financial data across multiple accounts. With our Data Aggregation as a Service (DAAS) platform, wealth managers can quickly and easily visualize their clients’ financial information in one place. This allows them to gain a more comprehensive view of their clients’ portfolios and identify areas for improvement.
Investment Reporting
Clients need to be kept updated on the progress of their investments and our Reporting as a Service (RAAS) solution makes it easy to do so. Our investment management solutions in Portland OR feature a powerful reporting platform that is designed for high-net-worth clients who require concise and detailed information about their portfolios. This platform allows wealth managers to develop an array of sophisticated reports, including performance-based reports, asset allocation reports and risk profiles.
Data-Driven Insights
Data drives investment, and our investment management solutions in Portland OR provide wealth managers with unique insights into their clients’ performance. Our Insights as a Service (IAAS) platform provides data-driven insights that enable firms to better understand their clients’ portfolios and make informed decisions. This platform offers sophisticated analytics, helping to identify areas of opportunity and risk.
To learn more about our Portland investment management solutions, contact First Rate today. Call us at 1-888-393-7283 to speak with a representative and get started.