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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.
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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
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Personalize your portal with custom logos and colors to align with your firm’s identity.
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Flexible Reporting for Any Need – Standardize reports across teams or customize report packages for individual clients and households.
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Live Data Previews – Review and edit report packages while viewing real-time performance data delivered through APIs.
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Branded Customization – Enhance reports with firm logos, colors, background images, and other branding elements.
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Intuitive Drag-and-Drop Report Builder – Easily design report pages with a user-friendly, dynamic interface.
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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.
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Merge PDF & External Data Integration – Upload external documents, select specific pages to include, or create reports from scratch with text and image editing tools.
Product Description
About this Product
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.
About First Rate
First Rate, Inc. is a global WealthTech partner delivering innovative financial technology solutions, services, and data insights to bank and trust companies, wealth managers, asset managers, and beyond. Founded in 1991 and headquartered in Texas, First Rate is a privately held firm with a long-standing reputation for excellence. Operating in six countries, we serve 350+ clients with assets under reporting exceeding $4 trillion, including 10 of the world's top 20 banks. Our firm delivers tailored solutions that enhance decision-making, strengthen client relationships, and drive a lasting impact. First Rate’s culture—grounded in the values of Love, Give, Serve, and Enjoy—fuels our purpose-driven approach to innovation and our commitment to giving back to the industry and local communities.
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® is a service of PTI.
References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.
Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.