First Rate

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First Rate exists to help wealth management firms grow and thrive as stewards of their clients’ investments. For more than 25 years, we have supported Trust Banks, Registered Investment Advisors, Broker-Dealers, Asset Managers, and Family Offices domestically as well as globally to provide dynamic and intelligent reporting platforms. First Rate's services and solutions are designed to meet the complex, evolving investment measurement and client reporting needs of today’s financial services marketplace. For this purpose, we offer a full suite of seamless wealth management applications powered by the proven First Rate performance calculation engine to fit your specific needs and the needs of your clients.