Trust is the cornerstone of the wealth management business. It is essential to provide clients with accurate information and insights. Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems. That’s why First Rate developed Investment Performance as a Service. It integrates a trusted performance calculation system into any platform using APIs.
IPAAS is infinitely scalable and designed to deliver performance audits and results as efficiently as possible.