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.
Albridge Solutions Inc., an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge Solutions draws upon its financial... Read More
Information Services Group (ISG) (NASDAQ: III) is a leading technology insights, market intelligence and advisory services company, serving more than 500 clients around the world to help them achieve operational excellence. ISG supports private and public sector organizations to transform and...
The Wilshire Atlas provides an integrated collection of tools to manage global equity portfolios for active and passive investment strategies. Features include daily performance attribution, risk analysis, portfolio simulation and optimization.