We listen…and then build a customized solution specific to your needs. Sure, we offer terrific software, but that is just one piece of the performance solution. To make your firm successful, we need to understand what works and what doesn’t with your current process…then we need you to tell us about your vision for an ideal performance solution. Once we know what you are looking to achieve, First Rate has the resources and expertise to build a solution that will take you where you want to go.

Our service is unmatched. First Rate provides a level of client service unsurpassed in the industry. Third-party surveys confirm that First Rate clients rate our service among the highest in the industry. We consider each client a partner and a reference, and work hard to establish a strong relationship that creates positive results for everyone involved.

We are the specialists in this field. Unlike some of our competitors, transaction-based performance calculation and analysis isn’t a sideline for us. It’s our only business. We are dedicated to giving you a level of focus, depth and expertise that is truly unique in the industry.

We go one step further. A lot of firms can calculate performance returns, but most fall short when it comes to interpreting this data and compiling it into value-creating communications. First Rate understands how to turn performance data into “boardroom quality” presentations that communicate the value of your investment strategy.

We’re good corporate citizens. First Rate is dedicated to serving our community. Our staff and business model rest on the foundation of sharing our success with non-profit organizations. First Rate sponsors charitable giving programs that are staff-directed, and facilitates volunteer participation with non-profit organizations. Our legacy of support for the community keeps the First Rate staff focused on corporate success, strengthens our unity as a firm and provides greater meaning to our daily responsibilities.