Investment management companies nationwide trust First Rate for superior performance measurement solutions. Dedicated to providing a higher performance measurement experience, First Rate’s scalable, Web-based application’s speed, calculation and analysis, generate professional yet simplified reports and empower internal resources to deliver improved client service. Founded in 1991, First Rate has a commitment to its clients like no other in the industry – measuring its own success based on the success of its clients. As a result, the firm is the preferred performance measurement partner for more than a third of the top trust institutions. Learn how First Rate helps wealth management companies build business while reducing costs by visiting www.FirstRate.com.
Since 1991, wealth management companies nationwide have relied on First Rate® to deliver superior performance measurement tools and service. First Rate currently works with more than a third of the top U.S. trust institutions, and also supports brokerages, RIAs and 401K providers nationwide.
Speed: Working with First Rate promotes profitability with high volume processing speed, efficiency and compliance
Confidence: Working with First Rate promotes emotional peace of mind, credibility and confidence
Integrity, Trust and Credibility: First Rate has a truly unique devotion to integrity in work ethic, client relations and results
Service, Relationship and Support: First Rate is more committed to its clients’ success than any other performance measurement provider
Specialization: Being focused exclusively on performance measurement makes First Rate an industry expert that delivers more focus, dedication and specific support for the needs of its clients.
David A. Stone founded First Rate in 1991 with a vision of supporting rate of return calculation software that seamlessly integrates with any investment accounting system with simplified delivery and understanding of investment performance analysis.
In 1993, First Rate introduced one of the first PC-based rate of return calculation engines, First Rate BackOffice. Several large, domestic custody banks immediately adopted this application, and the First Rate Performance Suite was born. First Rate continued to add to its suite of performance software, and in 1997 set another standard in the performance measurement industry by unveiling the first commercially available, Web-based performance reporting software, First Rate SnapShot. In 2004, First Rate upgraded First Rate SnapShot with First Rate Advisor, a new version that dramatically increased the Web-based functionality of First Rate Snapshot and addressed the specific needs of the investment advisor audience. First Rate Advisor is cutting-edge technology that allows users to easily access their source data to calculate accurate, transaction-based rates of return, gain confidence in the accuracy of the data and generate customized, boardroom-quality presentations in just a few mouse clicks.
After two decades of growth, First Rate still maintains Mr. Stone’s vision of providing software, services and expertise in support of performance analysis solutions. The First Rate client list includes investment institutions ranging in size from a few hundred portfolios to several hundred thousand.
Investment performance measurement for all investment professionals including retail investment advisors, brokerage firms, trust banks and record keeping agencies.
David A. Stone, Founder/CEO
Craig Wietz, President
Terry Gaines, Managing Director
Todd Brunskill, Managing Director