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.


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. 

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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.