The Future-Proof Financial Technology Platform. From applications to APIs, our modular and scalable cloud infrastructure lets wealth managers easily build custom solutions for both customers and their advisors. Our APIs are building blocks that let financial institutions.

1903 Ascension Blvd, Arlington, TX 76006. T 1 888 393 7283. First Rate is a wealth management solutions provider. OUR STATE OF THE ART PLATFORMS.

First Rate Infotech Pvt Ltd. First Rate provides leadership and direction for all aspects of investment performance and client reporting solutions. ARKON, a new breed in wealth management technology, combines CRM, investment performance measurement, client reporting, fee management and portfolio oversight on a single platform designed for financial service providers. No front page content has been created yet.

Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands. Create a Digital Risk Officer to monitor accounts drifting from risk bands, and flag bad actor advisors fund managers.

Laser App is the premier e-forms provider in the financial services industry. Laser App creates highly integrated solutions that combine state-of-the-art forms-filling technology with its massive library of industry related forms. Financial forms are filled instantly and with consistency, reducing the redundancy of data entry. Largest library of financial forms. Locate and complete your forms electronically in minutes.