michael.pendergrass
Acronym
First Rate
Product ID
First_Rate_Core_2
Description

Personalized, modular reporting platform with built-in oversight tools.

Images
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Details
  • Empower your team with actionable insights with our Advisor Dashboard. Whether analyzing individual portfolios or overseeing your entire book of business, access your investment performance data in a seamless, intuitive interface.
  • Advisors can leverage our widget library to tailor your dashboard to your unique needs. Using our interactive widgets, easily drill down into portfolio activity, allocation, and performance return calculations
  • Personalize your portal with custom logos and colors to align with your firm’s identity.
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Details
  • Flexible Reporting for Any Need – Standardize reports across teams or customize report packages for individual clients and households.
  • Live Data Previews – Review and edit report packages while viewing real-time performance data delivered through APIs.
  • Branded Customization – Enhance reports with firm logos, colors, background images, and other branding elements.
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Details
  • Intuitive Drag-and-Drop Report Builder – Easily design report pages with a user-friendly, dynamic interface.
  • Robust Reporting Options – Access a wide range of reports, including: time and money weighted performance, allocation and asset contribution, risk statistics, attribution analysis, and sleeve reporting.
  • Merge PDF & External Data Integration – Upload external documents, select specific pages to include, or create reports from scratch with text and image editing tools.
Features

Personalized, modular reporting platform with built-in oversight tools:

  • Performance & Insights: Effortlessly monitor investment outcomes.  
  • Tailored Dashboards - Customize with brand elements and key data.  
  • Dynamic Report Builder - Create professional reports with ease.
Vendors
First Rate
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Portfolio Management
Reporting
Ad Hoc Tags
DoubleClick Tags

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