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Seamlessly manage returns, portfolio data, composites, benchmarks, and analytics with our powerful, scalable back-office solution.
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The Rate Warnings Report empowers analysts to proactively identify portfolios deviating from benchmarks. By flagging potential return discrepancies early, it enables timely corrections, ensuring accurate, high-quality performance results in final reports.
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The Out-of-Balance Reports identify discrepancies at the portfolio and asset level that could distort returns. Early detection allows analysts to correct issues swiftly, ensuring accurate, reliable performance reporting for end clients.
Product Description
About this Product
A scalable solution for back-office efficiency and accuracy:
- Scalable engine for multi-level performance analytics
- Robust data integrity with automated reconciliation tools
- Configurable workflows for fast, accurate reporting
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
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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.
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