First Rate ~ Your Performance Solution Partner

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Outsourcing
ASP
Calculate
Reporting

First Rate Professional helps you:
Maximize efficiency of
     performance staff
Easily audit & verify accuracy
     of performance data
Create composites that
     meet GIPS standards

First Rate Professional is the cornerstone for most First Rate Performance® solutions, serving as the transaction-based rate of return engine that populates and scrubs the First Rate Performance data tables.

Using a client-specific, custom-designed data interface, First Rate Professional interprets, tracks and processes complete portfolio data. The application generates periodic rates of return, runs audits to verify accuracy of data and transactions, and populates data tables that are used by other First Rate Performance applications or in-house reporting tools (see Linking Third Party Performance Tools to Existing, In-House Solutions case study).

“It is important to be on the cutting edge of technology to make our clients' performance reporting a more enjoyable experience. At First Rate, we develop solutions that allow investment service companies to have more confidence in their investment results that allow them to build stronger relationships with their clients."
– Terry Gaines, First Rate Products

The sophisticated user interface redefines efficiency in maintaining performance data with intuitive tools that access and edit security- and transaction-level information serving as the source for the rates of return. Twelve audit and ten edit tools are available to aid performance professionals in their data-scrubbing efforts. First Rate Professional is also the control center for most of the functions related to sorting portfolio-specific rates of return, analyses and reporting settings. With First Rate Professional, performance professionals can create and maintain composites (see CFA Institute Compliance is All About Composites case study), batch printing configuration and enhanced attribution analysis for all First Rate Performance portfolios.

First Rate Professional helps to redefine the role of the performance professional, by empowering them with truly efficient tools to easily scrub and maintain high volumes of portfolios and ultimately freeing them to provide more complete performance analysis for their investment firm (see Processing Efficiency is Spelled with Three Letters: ASP case study).

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