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.


Accutech Systems is a specialty software solutions company in the wealth management space.  We know that trust accounting is more than numbers; its relationships and we don’t think you can have strong relationships when you have to constantly jump through bureaucratic red tape.  Our independence gives us the freedom to do what is right…period. It’s just another way we’re redefining trust. 

For more information, visit Accutech Systems.

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

Download FirstRate-SunGard-Partnership Brochure

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.

Refinitiv is the Financial & Risk business of Thomson Reuters. It is one of the world's largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 150 countries. As a standalone company, it focuses on providing leading data and insights, trading platforms, market data infrastructure and open technology platforms that support and connect a thriving global financial markets community - driving progress in areas such as trading, investment, wealth management, regulatory and market data management, enterprise risk and tackling financial crime. 

For any further information please contact us at

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.


  • 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)
  • Refinitiv



Technology Partners

  • Information Builders
  • iWay