FIRST RATE WEALTH
Let Data Drive Your Strategy
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The Wealth Management industry is rapidly evolving creating challenges that only innovation can solve. Whether it’s sustainable investing, cryptocurrency, or attribution reporting, data is key to driving better, more transparent, investment strategies.

First Rate has been an expert provider of wealth management technology for more than 30 years including performance measurement, data aggregation, and client reporting. Our AI and machine learning technology provide an agile and intelligent approach to data processing, analysis, and strategy development. Our data-focused technology combined with our client-centric service is designed to enhance client satisfaction and allow more time for wealth managers to focus on growing their business.

Data
Aggregation

Transform the most complex data issues by consolidating data from any source or complex data feed, including alternative assets and held-away accounts, and delivering it into critical reporting, trust accounting, or portfolio management systems.

Investment
Performance

Remove uncertainty and disparate systems with an integrated and trusted performance calculation solution designed to audit your data and implement best practices so you can tell your clients’ investment story with confidence.

Client
Reporting

Bring your clients’ investment story to life. Translate complex performance data into a clear and comprehensive vision using a variety of reporting types and a customizable tool to meet the diverse needs of your market.

Data
Insights

Unlock the truth behind your clients’ data using AI, ML, and NLG technology. Our intelligent solution generates predictions, correlations, benchmarks, and outlier identifications to deliver actionable insights for your decision making process.

LET SUCCESS HAPPEN IN THE BACKGROUND

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  • Intuitive

    Make it your own. Our solutions are built to allow the wealth managers flexibility and customization in how they use the system. It requires less training and eliminates the management needed at the global level.

  • Flexible

    Get exactly what you need and cut the rest. First Rate’s easy-to-use reporting solution is equipped with a diverse catalogue of sub-reports to choose from, allowing the wealth management firm to meet the wide range of client needs.

  • Data Driven Expertise

    We are more than data analysts and you’re more than just a number. Our performance experts provide a consultative approach to help your wealth managers understand the data and how to get the most out of our solutions.

  • Trusted

    The First Rate intelligent performance engine learns as it grows. Your advisors can trust that our engine has been perfected by the longevity of 30 plus years of data processing and is unmatched in the industry.

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BY THE NUMBERS

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Accounts
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in AUM
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Returns Processed/Day
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Clients

TEAM

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ALEX SERMAN

Managing Director,
Wealth

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MIKE BENCH

Senior Service Manager,
Wealth

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DREW GINN

Relationship Manager,
Wealth – Hosted

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BRIAN PUERSCHNER

Account Executive,
Wealth

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MELISSA
BURTON

Analyst,
Wealth

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ZIA AHMAD
SHAFA

Analyst,
Wealth

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NISHIMWE MARIA-GORETH

Analyst,
Wealth

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AYUSHI
GUPTA

Analyst,
Wealth

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MALIK
WILLIAMS

Analyst,
Wealth

AWARDS

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THOUGHT LEADERSHIP

TESTIMONIALS

  • "It was beneficial to move to a variety of reports and have the ability to audit, manage and produce reports for not only the clients but for management. It is a tremendous improvement from what we had."
    Investment Coordinator, Trust Bank

Schedule a Meeting with the Wealth Team Today!

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