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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 a mouse. The intuitive navigation provides easy access to your performance, albeit daily, monthly or quarterly.

Spend less time preparing client presentations and more time on servicing your clients and growing your business.

Key Solutions & Benefits

Single Sign On

  • With a single mouse click, First Rate Advisor Express can be integrated with your wealth advisory platform, providing seamless access from your workstation.

Immediate Access to Portfolios via Keyword Search

  • Keyword search for portfolios allows you to quickly find the portfolios you’re looking for within a few clicks. Simply key in a partial ID or name to filter and find the portfolios you want to review.

Instant Access to Your Portfolio’s Rates of Returns and Asset Allocation

  • Rates of return and asset allocations can immediately be accessed in a quick view panel. You no longer have to run a report to view the rate of a return for a single portfolio. Use the "Master Performance Listing" icon for one click access to a management level Selected Time Periods Report for all of your portfolios.

Point-to-Point Returns

  • The Point-to-Point tab functionality allows you to set non-month end start and end dates and report returns for customized time periods. This is available for all returns for time periods since your firm’s portfolios were converted to process daily returns. All returns for time periods prior to this conversion will be reported on a monthly basis. Detailed portfolio holdings and transaction reports are also available for a selected time period in the Point-to-Point view.

Easily Create Client-Ready Presentation Packages

  • The settings for client presentation packages are stored so you can quickly create client-ready presentations without any setup. Simply click the "Portfolio Statement" icon and First Rate Advisor Express will create a package of reports using your firm’s pre-selected asset classes, benchmark, time periods, style and format.

Independently Edit Portfolio Names

  • Edit the names of your portfolios without having to contact your back office support team.


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