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First Rate to Launch Mobile Application for iPad in First Quarter(September 11, 2012)
ARLINGTON, Texas, Sept. 11, 2012 (GLOBE NEWSWIRE) -- First Rate, a leading provider of investment performance and analytic solutions for the financial services industry, announced today the projected launch of First Rate Mobile during the first quarter of 2013. With this application, First Rate rounds out its suite of performance measurement tools to include truly mobile access to key performance data.
"First Rate is very excited about this application and the competitive edge it provides to our clients," said Craig Wietz, president of First Rate. "The mobile application will take advisors to the next level of efficiency with a tool to keep them connected to their investor's latest performance information from the office, at home, or on the go."
Access to investor's information is secured by user authentication and information is not stored on the device to ensure the privacy of sensitive financial information.
"The launch of First Rate Mobile will generate a lot of interest in the wealth management space," said Deborah Repak, general manager of products at First Rate. "Our application takes a simple, straightforward approach to providing strategic performance data. Additionally, real-time, dynamic client statement packages can be created for viewing with just one touch."
Whether your investors' boardroom is on the 31stfloor of a sky scraper or a dining room table, with the addition of First Rate Mobile to First Rate's suite of products, Advisors can deliver a positive, professional experience to any investor's meetings.
Contact First Rate today to discuss how a First Rate solution can help you deliver results to your clients with truly mobile performance. For more information about First Rate Mobile, please visit www.firstrate.com/industry-solutions/first-rate-mobile/.
About First Rate
Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, First Rate's solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service. For more information about First Rate, visit www.FirstRate.com.
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