First Rate

Rating: 0 - Write A Review
1903 Ascension Blvd
Arlington, TX 76006
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.
Competitors of First Rate
  • Information Services Group

    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...
  • PeopleKeys

    PeopleKeys® is the thought leader in DISC personality assessment. They’ve turned over 35 years of experience in DISC publication and assessment into customizable solutions for your company. Using the power of personality to unlock people’s potential, PeopleKeys’ DISC helps you to benchmark...
  • Eagle Investment Systems LLC

    Eagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure...
News about First Rate
  • First Rate Announces Investment Performance as a Service (IPAAS) Posted

  • First Rate Releases 2019 Product Upgrades Posted