Email Contact Phone Company Visit Website

Arlington, Texas USA Head Office

1903 Ascension Blvd.




Todd Brunskill
[email protected]

First Rate Advisor

This First Rate solution for reporting and analysis is the web-based experience known as Advisor. Advisor empowers investment professionals to create customized, client-ready performance analysis presentations with just a few clicks of the mouse. First Rate Advisor enables immediate access to rates of return and the supporting data through easy-to-use, web-based tables and graphs featuring …

First Rate Professional

First Rate Professional, the calculation engine for the First Rate solution, gives peace of mind to your team. Your portfolio accounting information is loaded and audited seamlessly by using the First Rate “Lights Out” process.  “Lights Out” automatically performs the load processes, calculates performance returns and executes sophisticated systemic audits the instant your accounting data is …

Advisor Express

  Advisor Express is an online performance reporting solution that provides analytical tools that empower you to operate more efficiently and effectively, resulting in more time for proactive analysis and relationship building. This simplified version of First Rate Advisor allows you to quickly search your portfolios and create client-ready presentations with a few clicks of …

Automated Composite Engine (ACE)

First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution that allows the user to automate the monthly process of creating and reviewing composites. ACE empowers the user to utilize its firms’ business rules for creating composites and special aggregates. By searching for qualified portfolios among your portfolio database for monthly membership. ACE …