First Rate Additional Services
First Rate Administration
First Rate Chaplain
First Rate Consulting
First Rate Marketing
First Rate Operations
First Rate Products
First Rate Sales
First Rate Service Bureau

For more information about the First Rate Performance solution that best fits your institution, contact First Rate Sales at 888.393.RATE (7283) or click here to email the sales team

All the training and benchmark data you’ll ever need.
Monthly Benchmark Return Service. First Rate provides more than 1,200 fully licensed, audited and verified benchmark rates of return accessible through any First Rate Performance application.

Frank Russell Company® Index Constituent Data. Through a partnership with Frank Russell Company, you have access to the constituent holdings and transactions of all twenty-one Russell Indexes in any First Rate Performance® application.

Standard & Poor’s® Index Alert Constituent Data. Our partnership with Standard & Poor’s gives you access to the constituent holdings and transactions of all Standard & Poor’s Indexes in any First Rate Performance application.

Performance Analysis Training. With a dedicated staff of performance specialists, First Rate offers a unique, real-world approach to training that performance professionals can immediately apply. First Rate Training covers topics from basic rate of return calculation to CFA Institute as well as the latest issues affecting the industry. Training courses are customized for your firm, whether you use a First Rate Performance solution or not.