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First Rate
Made by First Rate, Inc.
Performance measurement, attribution, GIPS composites and client reporting for banks and wealth managers; the site names sub-brands First Rate Ventures, Vantage and Finantech but not a single product name for the core performance engine.
First Rate is a performance and attribution product from First Rate, Inc.. Performance measurement, attribution, GIPS composites and client reporting for banks and wealth managers; the site names sub-brands First Rate Ventures, Vantage and Finantech but not a single product name for the core performance engine. It is also listed under client reporting and fee billing. First Rate, Inc. is based in Arlington, Texas, United States and was founded in 1993. Buyside Fintech verified that First Rate, Inc. lists this product on the vendor's own website on 2026-10-11, and the page we read is linked below. We do not record how it is deployed, how it is priced, what it costs and the firm sizes it serves for this product, because First Rate, Inc. does not publish it; the table below shows those rows empty rather than hiding them. Practitioner reviews and questions about First Rate appear below, and anyone at a firm that uses it can add one.
What practitioners say
Questions and notes