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.

 

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.