Don't just analyze your clients' data—act on it

First Rate allows you to turn your data into meaningful insights and next best actions.

How do you use data to make decisions?

Lots of firms are swimming in a sea of data. But how many have a good way to analyze it? And do they know which conclusions to draw from it?

First Rate's predictive and prescriptive analytics engines help you make sense off all your data.

Your data already contains insights—it's time to see them

Collect, organize, and curate both structured and unstructured data

Discover data trends and relationships (predictions, correlations, benchmarks, outliers, and more)

Use trends and relationships to draw conclusions and inform investment strategies

Perform risk analysis and conceivable anomaly detection at the firm level or client level

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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.

Advanced AI features...

...with an intuitive interface

We believe understanding the "whys" in your data is more important than a technical solution

Leveraging tech to your firm’s advantage is critical to stay current. However, we at First Rate keep our focus on you and making sure you have the tools and capabilities you need to succeed in the data-driven present.

We built our business not just on producing accurate data, but on staying at the forefront of evolving industry standards and new innovations.

Our team of AI experts, technology innovators, and enterprise architects have developed a technological framework that provides actionable insights from both structured and unstructured data sources, and equips you to turn those insights into action.

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Our clients

Start taking action on your families' data

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.

Whiteboard

We don't operate in a vacuum. We'll collaborate with you and your existing technology partners to ensure we're crafting the best solution.

Work Together

Once we agree on a solution, we'll present a detailed timeline to make it reality. Our goal is to build a system that meets your needs and scales with you over time.

Talk to a Data Actioneer