Help each client tell their own unique and comprehensive story

What you see is what your get (WYSIWYG). First Rate provides bespoke, consolidated reporting at scale.

Still creating manual reports with spreadsheets?

Unfortunately, many firms are still using manual processes or limiting software to manage their clients’ ﬁnancial data. This costs time and money and means data may not be up to date. These processes are hard to scale, making your business also hard to scale.

At First Rate, we believe you should have a reporting system that doesn’t hold you back, but sets you free.

Stop doing reporting manually and free up your resources

Generate reports on the fly with the most recent data already pulled in

Leverage reports designed specifically for your clients specific needs

Receive data from custodians, alts, held-aways, and other data sources

Consolidate multiple portfolios into a single reporting system

Talk to a Data Storyteller

How it works

STEP 1

Ingest

Our machine learning (ML) and neural networks take in your structured and unstructured data.

STEP 2

Contextualize

Our system synthesizes your data using deep parsing techniques and knowledge graph methods.

STEP 3

Comprehend

Our deep learning engine is pre-trained on financial data, allowing it to “understand” what it sees.

STEP 4

Generate

Our system generates a written, natural-language summary of the data it’s received.

High-quality, bespoke reporting that scales with you

We know the difficulty of creating manual reports

The First Rate reporting system was designed by a family office for family offices. First debuted in 2013 as Finantech in the Latin America market, our reporting system sets you free from slow, manual, or incomplete financial reporting.

The beauty of First Rate reporting is that you can still provide the same (or better) types of reports you do currently. You just don’t have to create them in a spreadsheet.

If you’re ready for high-resolution reporting that you can proudly present to your clients, we’d love to show you how we can get you there.

Talk to a Data Storyteller

Streamlined reporting is achievable

1

Connect

The first step is a conversation to understand your needs. This will help us determine if Vistarra is a good fit for you. There's no pitch and no commitment.

2

Whiteboard

We'll demonstrate how Vistarra can tell your clients' wealth stories through automated reporting.

3

Work Together

Once we agree on a solution, we'll present a detailed timeline to make it reality. And once implemented, we'll train you on how to use our platform and be on call if you need support.

Talk to a Data Storyteller