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every aspect of your clients' wealth

Use First Rate to trust your data, unlock complex investments and scale your business faster.
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For Wealth Managers

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Remove data complexities and focus on your business

Clients may have held-away assets you’re unaware of, impacting your insight into their finances. Non-traditional investments like cars and real estate require manual entry for reporting. Backlog of manual processes leads to outdated data in financial reports.

We believe wealth managers, wealth advisors, and their clients should have easy access to a complete financial picture.

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First Rate works for every firm, including yours

See your entire book
No matter where your data comes from, First Rate can pull it in so you can have a holistic picture of your clients’ wealth. Explore trends, generate reports, and make informed decisions driven by financial analytics.

Consolidate every data source
Our artificial intelligence engine, ArtIE, normalizes your data into a single format, including from PDF statements, emails, and more. With agnostic endpoints, your data can then be sent to any system in a single format or in multiple formats.

Trust the numbers
Reconciliation starts at the source. We ensure that all data entering our system is meticulously checked and validated before it passes onward.

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We know IFAs and RIAs

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At First Rate, we’ve been working with wealth managers and advisors like you since the 90s. We know the unique challenges you face with managing wealth across platforms and being confident in the advice you give to your clients.

Vistarra combines reporting technology built by family office owners with our award-winning financial aggregation engine, ArtIE. The result? An all-in-one data solution for wealth managers.

On top of that, we don’t want to just provide a system. Our mission is to become a long-term trusted partner in your firm’s growth and success.

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Who We Are
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    The engine that drives wealth advisors...

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    ...with the infrastructure and support you require

    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