First Rate

First Rate, Inc. is a long-running performance measurement and reporting vendor serving wealth managers of all sizes, broker-dealers and RIAs, institutional investors, family offices and alternative asset managers. Its Vantage brand separately covers private equity, venture and real estate fund operations.

For broker-dealers and RIAs the product set includes CORE 2.0, an advisor dashboard with a report writer for entitlement-based performance reports; an automated composite engine; Data Aggregation as a Service, which uses its ArtIE engine to ingest custodial feeds, held-away assets and statements; Fee Manager for cloud-based billing; and ExecView for oversight and surveillance of advisor performance and risk exposure. Managed hosting and professional services are also offered.

First Rate was co-founded by Dave and Trina Stone and states that it is independent. It lists offices in Arlington, Texas, Hyderabad and Pune in India, Singapore, Birmingham in the UK and Santiago, Chile, and acquired Finantech in Latin America in 2022. Pricing is not published.