The measure of a solution is its end result, and First Rate Performance produces intelligence that promotes both company and client satisfaction. As an industry icon immersed in performance measurement since 1991, we offer a depth of knowledge and perspective that goes beyond analytical tools and technologies. By infusing this experience into our products and processes, then combining it with the highest standards of integrity and service, we bring a truly unique and powerful value to investment professionals worldwide.
First Rate offers a multi-tiered approach to suit your firms’ requirements. Your organization has the option to choose how to operate our performance software to meet your needs.
- License Our Performance Software: Your firm gets the benefit of using our powerful calculation engine, First Rate Professional™ which provides the capability to calculate daily, monthly and point to point rates of return for an unlimited number of asset classes and sectors for both single and multi-currency portfolios. Over 25,000 rates of return per second can be calculated.
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First Rate Advisor™ is the web-based front office reporting and analysis tool with online drill-down analysis and over 75 client ready customizable reports.
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First Rate Hosts Your Technology: We host your institution’s portfolio data on dedicated and secure servers located at our data center in Texas. While we handle all the technical processes, firms are able to outsource their technology support, but maintain the services of their back office support team.
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Back Office Support: First Rate professionals perform your back office support, including loading, processing, auditing and verifying all data. This complete outsourcing solution reduces the risk of having inaccurate data and also allows your firm to grow business without increasing personnel costs.
First Rate is unique in that we support building custom solutions around your needs. Whether it is a special report or increased efficiency in processing your data we can help eliminate the need for your team to waste resources and time in creating custom solutions internally. First Rate can provide a unique perspective from working exclusively in the performance industry and has experience with the performance and investment process for wealth management firms and financial service providers. We listen to your vision for a solution and use our expertise to build something that brings that vision to reality.