FIRST® is the newest release of our web based client portal tool; providing a rich, dashboard and drill-down level information repository for fund managers and investors.
Dashboard level summary views of portfolio and investor information metrics
Aggregated data from all production systems
Detailed reporting and drill-down data views across portfolio, profitability, transaction and other data sources
Reporting and drill-down across investor details, transactions and holdings (current and historical)
Centralized information distribution and storage
Manager and Investor accessibility
Highly integrated with all of our major production applications
Provides a secure mechanism for data exchange with our clients
Feature set is continuously evolving to meet new requirements
FIRST®
FIRST® is the newest release of our web based client portal tool; providing a rich, dashboard and drill-down level information repository for fund managers and investors.
Click here to access FIRST®.