Modular Wealth Software for a Mobile/Remote World. Interactive and Traditional Reporting, Trading and Rebalancing, Billing, Practice Management, Data Aggregation, Integrations, and support for you and your clients.

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.

FIS is a global leader in financial services technology, with a focus on retail and institutional banking, payments, asset and wealth management, risk and compliance, and outsourcing solutions. Through the depth and breadth of our solutions portfolio, global capabilities, and domain expertise, FIS serves more than 20,000 clients. 

An award-winning, cloud-native solution, Black Diamond is designed to meet the complex business needs of wealth management professionals and their clients. Complete with performance reporting, portfolio rebalancing, an immersive client portal, and more, the platform also connects to a vast ecosystem of smart integrations. 

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success.