First Rate’s Hong Kong office will bring the Asia-Pacific region a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s financial service marketplace.

Arlington, TX – October 14, 2016 – First Rate, a leading provider of wealth management solutions, today announced the opening of an office in Hong Kong as part of its global expansion initiative. The Hong Kong office (First Rate HK China, LTD) offers First Rate the ability to expand its solutions and services specifically to the Asia-Pacific region.

“There are many opportunities to help wealth management firms in the Asia-Pacific region add value for their clients by leveraging First Rate solutions; specifically, investment performance reporting, client reporting, and compliance oversight and management,” said Deborah Repak, Managing Director of First Rate Global. “Our plan is to provide choices for clients using our CORE suite of solutions to build a result that fits their unique needs. Clients may opt to install and host the system themselves, or they may utilize our hosting service via our Hong Kong-based partner Labci, LTD. We also plan to include a full-service option with performance analysts and support staffing.”

First Rate is targeting private client institutions and wealth management firms across the Asia-Pacific region. The CORE solution will meet the demands of a global market with new multi-currency OnPoint reporting, a multi-language user experience and a local office of professionals specializing in technology and integration.

First Rate’s CORE solution includes Advisor, which delivers custom reporting options to meet the needs of a wide variety of investors. In addition, ExecView, also part of the CORE suite of solutions, is a management oversight tool that can be leveraged to view key performance indicators and statistics to quickly spot trends and exceptions in risk, return, and allocation outliers.

This expansion is the next step in our plan to provide First Rate expansion and experience globally. In addition to offices in Hong Kong, First Rate has offices in North America, India, and Afghanistan, and reseller partners in North America and Europe.

Contact First Rate today to learn more about the CORE suite of solutions or the opening of our Hong Kong office. For more information about First Rate, please visit www.staging-firstratesite.kinsta.cloud.

First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.