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your families' assets

Leverage First Rate to better manage complex investments, view holistic net worth, and preserve your families’ wealth across generations.
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For Family Offices

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First Rate gives you confidence in your wealth reporting

See your families' net worth, all in one place
No matter where your data comes from, First Rate can pull it in so you can view the big, complete picture of your families’ wealth. View trends, create reports, and make informed decisions driven by financial analytics.

Have data you can trust
We reconcile at the source. All data entering our system is checked and reconciled before going into your book of record.

Make informed decisions
First Rate’s machine learning algorithms help you identify trends and relationships to draw conclusions and inform investment strategies.

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Crafted by Our Family,
Tailored for Yours

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    The capabilities your family office deserves...

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    ...with the infrastructure and support it requires

    Used by

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    We want to make it easy

    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 don't operate in a vacuum. We'll collaborate with you and your existing technology partners to ensure we're crafting the best solution.
    3

    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.
    Schedule a Discovery Chat