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 measuring more than $1 Trillion in assets under management. 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.
- First Rate Professional 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. With the solution, investment professionals are able to manage data at a real time rate of speed and stratify data to ensure their information is always accurate.
- First Rate Reporting offers three unique web-based industry delivered solutions to help access, review and deliver investment information via the web.
- First Rate Advisor is a front and middle office reporting and online drill-down analysis tool. Use Advisor to create unlimited combinations of investment, performance and risk reports as well as your source for management level information.
- First Rate Advisor Express supports online drill-down analysis and the investment professionals’ need to quickly retrieve client-ready presentations. With Advisor Express, answers to investment questions are only a few clicks away.
- OnPoint Reporting provides firms with the ability to design reports that align with their firm's corporate image and create unique combinations of performance schedules to communicate investment strategies and results. Your OnPoint reports can be generated from Advisor, Advisor Express or through scheduled, automated processing.
- First Rate Mobile provides anytime access to your client's latest investment information through this streamline, progressive iPad application. Mobile requires logon authentication and never stores information to ensure the security of investor information.
- First Rate Automated Composite Engine (ACE) is an integrated composite management solution. ACE assigns qualified portfolios to composites based upon your firm's unique, preset rules that use firm and account level demographic and investment data.
- 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.
- 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.