First Rate
First Rate develops investment analysis and performance measurement software, and in addition provides support for back office processing, application hosting, disaster recovery, and consulting services. The First Rate Performance suite of applications provides complete portfolio tracking and reporting solutions specific to the investment professional’s needs. First Rate’s performance measurement tools assist investment managers in communicating the value of their investment strategies.
Starting in 1991, First Rate, a Texas based company, offered one of the first performance measurement systems available in a Web-based environment and is used by more than 195 financial institutions and serves more than 10,000 investment professionals.