First Oregon® LLC · Technology development
Technology that connects
information, relationships,
and the next action.
First Oregon® develops and supports Key Advisor Tools and My Alts Data—practical platforms for planning, client relationships, practice development, and alternative investment reporting.
Discover Key Advisor Tools →Explore My Alts Data →The platforms we support
Two platforms. One practical focus.
First Oregon® provides software development, maintenance, and ongoing enhancements for Key Advisor Tools and My Alts Data.
01 · Advisor practice technology
Key Advisor Tools
Planning illustrations, proposals, client-ready reports, practice development, and optional CRM tools in one connected platform.
Explore KAT →02 · Alternative investment information
My Alts Data
Marketplace research for accredited investors, with research-reviewed 506(c) listings and information about selected real estate strategies. Independent due diligence and tax review remain essential.
Explore My Alts Data →Research information only; not a recommendation or offer. Private placements involve risk of total loss. No assurance of 1031 or 1033 eligibility.
A closer look at KAT
See the platform in action.
Explore KAT’s public platform overviews. Select any screenshot to view it at full size.
Keep relationships organized.
KAT CRM brings contacts, tasks, notes, and team follow-up into the advisor workflow.
Turn meetings into next steps.
Meeting Intelligence supports reviewed recaps, advisor notes, and proposed action items.
IDEAS, INFORMATION & FOLLOW-THROUGH
More ways to put your platform to work.
First Oregon® supports the tools behind the workflow—from preparing for a conversation to organizing the next action.
Development & ongoing support
Built around the work you do.
Our focus is practical: organized information, usable software, and reporting that supports informed conversations. We maintain and improve the technology as advisor workflows evolve.
Open a Support Ticket →EXPERIENCE BEHIND THE TECHNOLOGY
About First Oregon® and Its Founder
Paul McIntyre · Founder
Paul McIntyre created First Oregon® LLC after four decades of experience with major wirehouses and regional financial services firms. His work has included developing financial planning, risk profiling, and other applications for investment management and financial advisors.
His practice-management books include Business Building Ideas and Building Your Book, which served as a primary financial advisor training manual during the 1990s and 2000s. In the early 2000s, he co-authored Building a Fee-Based Business for Prudential Securities, helping several thousand financial advisors transition from transaction-based to fee-based business.
His compliance background includes helping establish registered investment advisory firms and broker-dealer firms across the United States. He has also served for nearly 30 years as an industry dispute arbitrator and chairperson.
Career qualifications
Securities examinations and qualifications accumulated over his career include Series 6, 7, 24, 63, 65, 79, 99, and the Securities Industry Essentials (SIE), together with a life insurance licensing background.
This is a summary of career experience and qualifications, not a statement that every registration or license is currently active.
The tools available through My Alts Data and Key Advisor Tools reflect real-world advisor needs: building client relationships, identifying planning opportunities, gathering assets, and organizing ongoing service. They support professionals working in fee-based and commission-based practices, subject to applicable licensing and firm requirements.
“We hope you enjoy the tools found here and find them useful in building and serving your practice.”
— Paul McIntyre
