Our Customers

"Information Builders helps First Rate process a high volume of portfolios in a short period of time – currently about 2.5 million portfolios per hour.. We have the throughput we need to analyze returns in more than one currency, offer calculations on a daily, monthly, or point-to-point manner, and comply with the Global Investment Performance Standards."

Terry Gaines
Chief Business Development Officer

First Rate Investment Systems
 | Arlington, TX

A developer and provider of portfolio analysis and performance measurement software.

First Rate Investment Systems video

"Information Builders helps First Rate process a high volume of portfolios in a short period of time – currently about 2.5 million portfolios per hour.. We have the throughput we need to analyze returns in more than one currency, offer calculations on a daily, monthly, or point-to-point manner, and comply with the Global Investment Performance Standards."

Terry Gaines
Chief Business Development Officer

First Rate Investment Systems Expands Online Reporting System
The Challenge

Present dynamic investment performance information; enhance understanding of portfolio performance through drill-down capabilities using only a thin-client in a highly scalable Web delivery environment.

The Solution

Build a flexible, back-end data-access architecture and add Web-based information delivery and data-analysis capabilities to the First Rate Performance applications suite.

The Success

Increased efficiency and flexibility in reporting rates of return; created a leaner, more cohesive IT staff; leveraged existing code and delivered it through a Web environment.

The Products

WebFOCUS, iWay Service Manager, and Professional Services.