Wealth management companies nationwide trust First Rate for superior investment performance measurement technology.
Dedicated to providing a unique level of focus, depth and expertise, our solutions optimize all facets of asset management:
risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™
allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-
ready presentations that empower internal resources to deliver improved client service.