The Forefront of Positive Change

First Rate’s alliances are a critical component of our growth and success.To fulfill our brand promise of being at the forefront of positive change, First Rate looks to form strategic alliances with industry-leading companies to deliver the best solutions for the industries we serve.


Engage your clients with collaborative financial management tools to build stronger relationships. As the leading industry provider, Wealth Access provides a mobile-first approach with a customizable client portal, comprehensive data aggregation services, and high-touch personalized solutions to help your firm grow.

For more information, visit Wealth Access

Capital Market Consultants, Inc. is a research consulting firm exclusively serving the outsourced Chief Investment Officer (OCIO) needs of financial intermediaries and wealth management professionals. Our clients outsource various Chief Investment Officer services to us in order to speed the development of their investment advisory offering, enhance the consistency of documenting their ongoing fiduciary service (to comply with regulatory requirements), and to improve the quality of their investment decision making. We offer high quality, customizable, repeatable services at a fraction of the overall cost of self-manufacturing. We combine decades of experience with a unique set of skills and resources to deliver practical business solutions. Each CMC client receives personal attention and a service arrangement customized for their business.

For more information, visit Capital Market Consultants. 

FIS is a leading provider of wealth management solutions that helps banks, trust companies, brokerage firms, insurance firms, benefit administrators, and independent advisors acquire service and grow their client relationships. 

For more information, visit The Changing Face of Wealth

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SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of June 30, 2010, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $380 billion in mutual fund and pooled assets and manages $149 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide.

For more information, visit SEI.

Innovest is a leading provider of financial technology solutions delivered to forward thinking trust, wealth management, and retirement professionals. Innovest offers its clients a secure and integrated trust accounting and wealth management technology platform, payment solutions, and related fulfillment services delivered in a Software as a Service (SaaS) environment. Innovest’s trust platform, InnoTrust, has over $425 billion in assets under administration on its trust and wealth management platform, processes more than 4 million payments annually and provides fulfillment services for more than 10 million documents including checks, advices, and tax forms each year.

For more information, visit Innovest Systems.

Thomson Reuters is the world's leading source of intelligent information for businesses and professionals. We combine industry expertise with innovative technology to deliver critical information to leading decision makers in the financial and risk, legal, tax and accounting, intellectual property and science and media markets, powered by the world's most trusted news organization. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges.

For more information, visit Thomson Reuters.

Grendel Online is the leading CRM centric solution for the financial services industry. Their cloud based comprehensive solution handles nearly every data management need for the financial professional and includes CRM with advanced work flow management, paperless office, client portal, email archive, account aggregation, portfolio rebalancing, and more.

For more information, visit Grendel.

Fidelity National Financial, Inc., is organized into two groups, FNF Core (NYSE:FNF) and FNF Ventures. FNF Core is a leading provider of title insurance, technology and transaction services to the real estate and mortgage industries. FNF is the nation's largest title insurance company through its title insurance underwriters - Fidelity National Title, Chicago Title, Commonwealth Land Title, Alamo Title and National Title of New York - that collectively issue more title insurance policies than any other title company in the United States. FNF also provides industry-leading mortgage technology solutions and transaction services, including MSP®, the leading residential mortgage servicing technology platform in the U.S., through its majority-owned subsidiaries, Black Knight Financial Services, LLC and ServiceLink Holdings, LLC. In addition, through FNFV we own majority and minority equity investment stakes in a number of entities, including American Blue Ribbon Holdings, LLC, J. Alexander's, LLC, Ceridian HCM, Inc., Fleetcor Technologies, Inc. and Digital Insurance, Inc.

For more information, visit Fidelity National Financial.


  • Advent Geneva
  • AM Trust
  • APL
  • Charles Schwab
  • Evare
  • FBSI – National Financial
  • FIS/Metavante
  • Infovisa
  • InnoTrust
  • JP Morgan Securities
  • Merrill Lynch
  • Morgan Stanley Smith Barney
  • NCS
  • PACE
  • Pershing
  • SEI Global Wealth Management Platform
  • SEI Trust 3000
  • SunGard AddVantage
  • SunGard Charlotte
  • SunGard Global Plus

Data Partners

  • Evare
  • Lipper
  • Morningstar
  • Open Finance
  • Russell
  • Standard & Poor’s (S&P)
  • Thomson Reuters



Technology Partners

  • Information Builders
  • iWay