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 Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems.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.

• Enables scalable, efficient review and reconciliation of accounting data issues.
• Enterprise editors support global changes to security prices, accruals, asset, and transaction mapping.
• Spreadsheet-like editors enable selectivity / subsets of accounts for more targeted issues.
• Also includes individual account or record editors.