FIRST RATE

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record including more than 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry. We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.

Global ASP Asset Management Solutions (“Global AMS”)

Global ASP Asset Management Solutions (a member of the EBS International Group) provides Asset Management Administration systems and related solutions and services for investment fund administration including performance, attribution and risk. Our best-of-breed suite of tools and wealth of experience ensures that we deliver the best possible solution to each of our customers in line with their unique requirements.

Investics

Investics offers native cloud based investment data and analytics ecosystem, managed services and consulting. With representatives in North America, EMEA and Asia Pacific, Investics focuses on and works in partnership with the global institutional investor community including asset owners, asset managers, investment consultants, family offices, hedge funds, private equity firms, fund administrators, financial institutions and custodian banks.

Exchange Data International (EDI)

EDI helps the global financial and investment community make informed decisions through the provision of fast, accurate and affordable data reference services. EDI’s extensive content database includes worldwide equity and fixed income corporate actions, dividends, static reference data, closing prices, shares outstanding, macroeconomic data and evaluated pricing delivered via data feeds and the Internet.

Thomson Reuters

Thomson Reuters Pricing & Reference Data solutions provide global financial institutions with sophisticated products and services to address managing valuation risk, pricing and reference data integration, distribution and management and managing content and reference data. Given the regulatory environment, our pricing and reference data services offer a much-needed dose of reliability, consistency and impartiality––an independent and professional opinion on the fair market value of a security at a specific point in time.

Thomson Reuters Datastream provides access to time series for more than 3.5 million global financial instruments, securities and indicators across multiple assets classes. With up to 60 years of history Thomson Reuters Datastream provides industry leading content for Market and Security Research, Asset Allocation Modeling, Portfolio Construction and Alpha Generation.

Opturo has partnered with Thomson Reuters to provide market and index data through its services.

RIMES Technologies Corporation

Founded in 1996 specifically to serve the complex data needs of the buyside, RIMES Technologies Corporation is a specialist provider of managed data services and one of the pioneering adopters of cloud-based technology to deliver highly customized financial data over the Internet. Delivering world-class data, supported by first-class service remains a focus of RIMES today. RIMES is a unique global company, combining the best people with the most forward-thinking technology. The RIMES team of experts has unparalleled practical experience, gained at the heart of the industry, enabling them to deliver this service to over 200 institutions in 36 countries across the globe. www.rimes.com.

IDC

IDC is the premier global provider of market intelligence, advisory services, and events for the information technology, telecommunications, and consumer technology markets. IDC helps IT professionals, business executives, and the investment community make fact-based decisions on technology purchases and business strategy. More than 1000 IDC analysts provide global, regional, and local expertise on technology and industry opportunities and trends in over 110 countries worldwide. Opturo has partnered with IDC to provide its clients seamless market data feeds.

Northfield

Northfield is a market leader in providing investment professionals analytical and operating efficiency tools to enhance individual portfolio and firm-wide performance. It has developed open, analytical models to identify measure and control risk. These risk models cover most marketable securities traded world-wide. Opturo is working to integrate Northfield’s risk models within its risk reporting and performance & attribution products.