Service

SERVICE that counts.

   Are you looking for
       a performance solution
       that offers a real
       relationship?

   Do you need better
       service from your
       performance
       measurement vendor?

   Are you tired of having
       to wait hours, even
       days for your changes
        to be made?

   Is the slow turnaround
       time impacting your
       ability to service your
       clients?


Connect with First Rate

You Deserve Better. You Deserve the Best.

During times of market volatility, service is a hallmark. Responsiveness is what separates you from your competition. Your clients deserve the best service – so do you.

For nearly 20 years, First Rate has worked to develop a unique service model that offers the following:

  • A dedicated performance analyst – the analyst serves as your primary point of contact for your day-to-day needs
  • A personal touch – your dedicated performance analyst will have extensive familiarity with your firm – it's your analyst's job to know you, your accounts, and the individual needs of your firm
  • "On the fly" completion of change requests – changes to your data can be made instantly and viewed within minutes, eliminating the need for overnight processing
  • A reliable service team with industry expertise – the team consists of your dedicated performance analyst, a relationship manager that servesas a second point of contact, and auditors to review your performance data for accuracy

PerfCheckUp

Evaluation of current reporting solution
Assessment of capabilities and short-term needs to meet current market demand
Assessment of your firm's future business needs and the performance requirements for success
Evaluation of internal workflow and the cost associated with delivering current solution versus a fully outsourced solution

 

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