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First Rate Announces Alliance with Dimension Capital Management

First Rate is pleased to announce that Dimension Capital Management of Miami, Florida has selected First Rate as their performance measurement solution partner. Working together, the two firms will implement changes designed to save Dimension Capital time to calculate and verify portfolio performance while improving their ability to analyze and report on investment performance to their clients.

“Dimension Capital is known for delivering institutional-quality investment management with personalized service,” said First Rate Marketing Director Todd Brunskill. “We are honored that they have chosen us to help them do this.”

Dimension Capital selected First Rate for their performance calculation and reporting solution as well as their application services provider (ASP) for the next five years. Dimension Capital will utilize the First Rate Performance Suite which includes a powerful performance engine, composite management system, data validation processing and reporting capability.

“The combined solution of First Rate software and application hosting was a great solution for Dimension Capital” said Jeff Kunkel, managing director of First Rate operations. “Dimension will be able to leverage our outsourced technology solution to allow them to focus on client service and relationships.

” In selecting First Rate ASP, Dimension Capital will have their data hosted on servers located at multiple First Rate data centers. This will allow Dimension Capital to further leverage the performance capabilities and technical expertise of First Rate. They will access and analyze the data from their own offices, using First Rate Advisor which is a web-based performance reporting tool that offers customizable client-ready reporting with 3 clicks of the mouse. This will empower them to quickly and efficiently communicate investment results to their clients. In addition, Advisor has sophisticated drill-down capabilities that assist the investment manager in analyzing the performance of their portfolio and the attributes of the portfolio.

“We’re most impressed with the reporting and flexibility of the tools,” said Albert Marques of Dimension Capital. “Replacing the existing, labor-intensive spreadsheets and their associated inefficiencies will change the way we do business for the better. The interest of the First Rate team in getting to know us and helping us was another big factor in our choice of First Rate.”

“The partnership is an ideal fit,” said Dave Stone, First Rate’s president. “Dimension Capital’s emphasis on personalized client service mirrors First Rate’s own client-centered philosophy. We intend to give them the same superior service that they provide to their own clients, and we look forward to many years of success in our partnership with Dimension Capital Management.”