Alliances

First Rate’s alliances are a critical component of our growth and success. To fulfill our brand promise of being Your Performance Solution Partner™, First Rate looks to form strategic alliances with industry-leading companies to deliver the best solutions for the industries we serve.

Strategic Alliances

SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of June 30, 2010, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $380 billion in mutual fund and pooled assets and manages $149 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide. For more information, visit www.seic.com.

SunGard is a leading provider of wealth management solutions that helps banks, trust companies, brokerage firms, insurance firms, benefit administrators, and independent advisors acquire service and grow their client relationships. For more information, visit The Changing Face of Wealth.

Opturo is a provider of advanced, reliable and cost effective performance attribution, risk assessment, GIPS® composite management and Investment-Process Automation solutions to the asset management industry. Its best-of-breed, multi-currency, transactions-based performance attribution analytics provide, at all levels of decomposition and roll-up, accurate performance and powerful complementary explanations of performance, gain/loss and ex-post risk in terms of the actual decisions controlled by each investment process and separately in terms of the uncontrollable effects imposed on extent portfolios by the market. Leveraging Opturo's proprietary plug & play technology, its VIA package provides accurate solutions to critical and pervasive financial evaluation and processing challenges employing a stateless and agile system that also executes on-the-fly analysis. It can be fully implemented on-site in less than a week without imposing a significant footprint on the client's system and without the need for expensive infrastructure, prolonged implementations, disruptions to client workflow and ongoing maintenance costs.