Solution introduction

Bring Order to Your Data and Clarity to Your Clients

But don’t do either blindfolded

Data Solutions
First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of data offerings, we're equipped to address a wide range of challenges and opportunities in the realm of data management and analytics. At First Rate, our goal is to empower you with the tools and support you need to achieve success in your data initiatives. Welcome to a resourceful hub of data solutions and services tailored to your journey.

The Structure You Need
Experience seamless integration of global custodial and banking account data directly into your essential performance, reporting, analytics, or any investment system of record. With more than 30+ years of expertise, extensive coverage, and a cutting-edge automation platform, called ArtIE, we offer unparalleled solutions to meet your data needs. 

Key features: 

  • Best coverage
  • Transparent operations
  • Streamlines processes
  • Built-in recon
  • Rich datasets
  • Open Integrations
  • Quality assurance 
  • White glove support

The Power of Comprehensive Aggregation and Reconciliation

  • Comprehensive Financial Visibility: obtain a holistic view of all financial assets and liabilities in one place.
  • Enhanced Efficiency: streamline financial management tasks by eliminating the need to manually gather and update data from multiple sources.
  • Informed Decision-Making: make better financial decisions based on accurate and up to date information.
  • Personalized Insights: gain insights into spending habit, investment performance and budgeting strategies and improved financial health.

We are the experts in financial aggregation technology and services, so you don’t have to be!

Key Data

Type of Clients
  • Asset Managers
  • Brokers/Broker-Dealers
  • Family Offices
  • Financial Advisors
Client Regional Presence
  • North America
  • Western Europe

Data Solutions

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