First Rate

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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
  • STP Investment Services

    STP Investment Services is a financial and technology service provider specializing in operational, technical, consulting and software services for investment managers. Our services include: • Investment Accounting & Performance • Fund Administration • Reconciliation & Trade...
  • SS&C Advent Software

    Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from...
  • Broadridge Financial Solutions, Inc.

    We provide advanced communications, technology, data and analytics solutions for the financial services industry and businesses. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
News about First Rate
  • First Rate Selects FinMason to Deliver Third-Party ESG Data_12-16-2020 Posted