First Rate® provides investment performance measurement and analysis solutions to the wealth management industry. The First Rate Performance Solution is a truly scalable, Web-based suite of applications that allows investment firms to calculate accurate rates of return, better analyze the results efficiently and generate dynamic, professional presentations for their clients. As a trusted advisor, First Rate provides its customers with a level of focus, depth and expertise that is truly unique to the industry. Founded in 1991, the Texas based firm is now the preferred performance measurement partner for more than a third of the top U.S. trust institutions. For more information about First Rate visit our website.
Headquartered in Troy, Mich., with customers in more than 40 countries worldwide, iDashboards provides easy-to-use, visually-appealing and cost-effective dashboard software for clients in a wide variety of industries—including higher education, healthcare, logistics, finance, manufacturing and... Read More
"DataSelf Analytics is an enterprise-level analytics platform designed for every business intelligence user at mid-sized companies from the CEO down. It’s self-service business intelligence at an SMB price. We start with the best technology, such as Tableau and Power BI for data discovery and...
Insightformation, Inc. provides software to support strategy management for organizations and Collective Impact for communities. Our innovative, SaaS platform supports streamlined strategy implementaion, performance measurement, and monitoring capabilities.