ADVERTISEMENT
 
 

Related Categories:

First Rate

1903 Ascension Blvd
Arlington, TX 76006

Research By First Rate

Evaluating the Performance of Alternative Investments
Investments in alternative investment strategies have grown significantly since the 1990’s as investors seek performance with higher return potential than available from...Read More
By: First Rate | Published: 7/5/2011
Risk Measures Provide Portfolio Appraisal and Comparative Analysis
First Rate offers a wide range of portfolio risk measures with multiple objectives. Current portfolio return and risk should be appraised on an ongoing basis to make certain...Read More
By: First Rate | Published: 11/24/2010
Enhancing Risk Measurement in a Volatile Financial Risk Environment
Since the recent financial meltdown beginning in late 2007, there has been a renewed emphasis on financial risk controls. One of the major lessons learned in this turbulent...Read More
By: First Rate | Published: 7/8/2010

Related Research

Simulations Keep Employees at the Top of Their Game
Simulations have been proven to be efficacious across a myriad of professions and responsibility levels. This type of training and evaluation tool allows individuals to hone...Read More
By: Employment Technologies Corporation | Published: 4/21/2010
Adaptive Case Management - comparing document-centric and customer-centric approaches
Businesses and agencies in long-term relationships with their customers, citizens or subscribers will be
judged by the accuracy of the records they hold, the consistency of...Read More
By: ISIS Papyrus America | Published: 7/9/2010

Compare First Rate to:

Web-Based Portfolio Accounting &
Performance Reporting
 
Advent Portfolio Exchange®
Built-in Analytics
 

About First Rate:

First Rate® provides investment performance measurement and analysis solutions to the wealth management industry. The First Rate Performance Solution is a truly scalable, Web-based suite of applications that allows investment firms to calculate accurate rates of return, better analyze the results efficiently and generate dynamic, professional presentations for their clients. As a trusted advisor, First Rate provides its customers with a level of focus, depth and expertise that is truly unique to the industry. Founded in 1991, the Texas based firm is now the preferred performance measurement partner for more than a third of the top U.S. trust institutions. For more information about First Rate visit our website.

News About First Rate

03/25/2011
First Rate
First Rate Announces New President and Other Organizational Changes http://a11.bz/6X4Sq
Business Chatter
03/21/2011
First Rate
Does Twitter matter to a financial advisor? Join the discussion http://a11.bz/01ZYL
Business Chatter
ADVERTISEMENT