Leading Brokerage Provider Chooses First Rate
Arlington, TX – October 24, 2012 – First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced that Thomson Reuters has chosen First Rate’s performance measurement solution to accurately measure and report performance in anticipation of enhancing its current suite of tools on the Thomson ONE Wealth Management Solution.
Thomson Reuters went live on First Rate’s platform in the third quarter of 2012. First Rate’s sole focus is on providing best of breed performance measurement service allowing Thomson ONE Wealth Management to have high volume processing capability in an overnight fashion, the ability to provide clients extended levels of service within Thomson ONE utilizing First Rate Advisor, and the flexibility to have additional asset classifications and report aesthetics that meet the demand and needs of its clients.
“First Rate works to continually evaluate our clients business needs to develop and deliver solutions that improve and help operational efficiency,” said Craig Wietz, president and general manager of First Rate. “We see this agreement with Thomson Reuters not only as a great business opportunity but a potential to increase and support their business initiatives by providing a solution that meets their direct needs.”
Contact First Rate today to discover how First Rate’s integrated performance measurement solution with Thomson Reuter’s can help you improve service to your clients.
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About First Rate
Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, First Rate’s solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service. For more information about First Rate, visit www.FirstRate.com.
Media Contact:
Emily Harvell
First Rate
eharvell@FirstRate.com
817.525.1893
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