Our Customers

First Rate Investment Systems

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

The Challenge

How could First Rate present dynamic investment performance information and enhance understanding of portfolio performance using only a thin-client in a highly scalable web delivery environment?

The Strategy

Build a flexible, back-end data-access architecture and add web-based information delivery and data-analysis capabilities to the company's applications suite.

Terry Gaines
Chief Business Development Officer

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.

The Outcome

First Rate has increased efficiency and flexibility in reporting rates of return; created a leaner, more cohesive IT staff; and leveraged existing code delivered through a web environment.