First Rate ~ Your Performance Solution Partner

It's About Results

It's about empowering you to do things faster and with less effort. It's about helping your clients understand their returns, and helping demonstrate the value your investment strategy brings to them.

"We are dedicated to being the best partner that you have ever worked with by providing you a level of service and expertise that is truly unique in the industry.”

– David A. Stone, President, First Rate

For references, contact First Rate Sales at info@firstrate.com.

First Rate Solution Stories

In the case studies below, you’ll see how we’ve helped institutions do all this – and more.

Outsourcing a Truly Customized Performance Solution
First Rate Service Bureau gives UMB Bank investment officers exactly what they need to be successful with their clients.

Processing Efficiency is Spelled with Three Letters: ASP
PNC Advisors increases speed and reduces overhead costs with a First Rate ASP solution.

Linking Third Party Performance Tools to Existing, In-House Solutions
SEI finds First Rate Performance to be a perfect fit for their Strataweb platform.

Automated Client Presentations: Off the Printer and Out the Door
Three Mouse Clicks is all it takes for top a financial institution to produce “boardroom quality” portfolio analyses.

Additional Services

“At the beginning of the year we set several goals to meet before going into production. We all stuck to the objectives set, created a great team of Bessemer Trust and First Rate people and made it happen.”

Antonio Perrotta
Chief Technology Officer Bessemer Trust