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Tell us
your objectives, and we’ll show you the performance measurement
software solution that’s right for you. First Rate offers a suite of performance applications called First
Rate Performance®. This suite consists of applications designed to
meet the performance measurement and analysis needs of different types
of investors within brokerage houses, financial institutions,
consulting firms and investment advisor shops.
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“The
First Rate Performance suite provides UMB with a variety
of flexible solutions that allow us to meet the diverse
needs of the many audiences across our institution."
Scott Betz
Assistant Vice President and
Director of Investment Analytics
UMB Advisors |
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 First
Rate Advisor®
Designed as an option for institutions seeking to address the
needs of sophisticated investment advisors, this Web-based
application analyzes returns through drill-down functionality and,
with a few clicks of a mouse, creates dynamic, “boardroom quality”
presentations for your clients.
Click here for a demonstration
of First Rate Advisor
.jpg) First
Rate Professional®
The performance engine for any First Rate Performance® solution,
this application gives performance measurement professionals the
tools to efficiently calculate, audit and scrub high volumes of
data and create transaction-based rates of return for an unlimited
number of portfolios and composites. |
