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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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 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. |
