About First Rate

Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, their solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service.

We became a B Corp to join, support and identify with the movement of other businesses that want to serve more than just its shareholders, employees and customers.

The Change We Seek™

First Rate is striving to transform the business community to engage its human resources and financial resources in all non-business spheres of society: education, government, media, entertainment, family and religion.

First Rate, Inc.

• Industry: IT Software & Services
• Product/Services: Investment Portfolio Analysis
• Location: Arlington, TX
• Ownership: Private
• http://www.FirstRate.com