Application Programming Interface (APIs)
API technology has changed the way industry professionals can access and process their data with the ability to integrate powerful tools into one platform. First Rate has developed a set of base API calls that extend the "First Rate Experience" into third-party applications as well as firms' internally developed applications. Utilizing APIs will evolve your firm's workflow and client user experience.
- Maintain control over client user experience, including branding, page layout, navigation, and displayed content
- Augment your firm's complex data with value-added custom data points
- Embrace and deploy a mobile platform with ease
Custom Reporting
By collaborating and understanding your unique business requirements and challenges, Professional Services is able to create tailor-made reporting solutions and practices that allow your firm to work more efficiently, maintain compliance, and communicate proactively with your clients.
- Maintain regulatory compliance
- Report performance for investors who have more complex or personalized investment goals
- Commit the adequate amount of time to each client's needs and provide a personalized client experience
- Maintain consistency with the ability to schedule specific types of reports to run on a recurring basis
- Individual solutions to address your firm's unique challenges and optimize your business practices
Custom Extracts
Data is at the core of the wealth management industry. The ability to store and digest performance data in context is crucial in communicating the investment story. First Rate Professional Services is equipped to securely and efficiently extract and migrate high volumes of data to a powerful and sustainable platform while developing custom best-practice workflows that fit the needs of your firm.
- Ability to export high volumes of data
- Warehouse to warehouse data transport
- Custom best-fit solutions and workflows
- Secure and reliable
Implementations & Upgrades
Staying up to date on industry trends, regulations, and new technology can be a challenge for many firms. From data migration to environment set-up, Professional Services ensures that your investors experience accuracy in performance reporting and a smooth transition from start to finish.
- Data onboarding and performance history transfers from a legacy system
- Implementation of new systems that help your firm maintain compliance with regulatory standards
- Post-live, project-based enhancements and engagements
- Improves workflow, productivity, and reliability to encourage client retention and satisfaction
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PROFESSIONAL SERVICES
PROFESSIONAL SERVICES