March 27-28, 2017

About the Conference

First Rate’s annual Wealth Management Conference provides a great opportunity to stay atop of industry trends, learn more about First Rate solutions and services, and network with fellow peers in the financial services industry. 

We hope you will gain new perspectives on the capabilities and scope of resources that First Rate provides. It is our goal to forge strong relationships with each of you so that we might better understand your needs. As your partner, we are determined to help you and your firm provide your clients with a service that is truly First Rate. 




Program Includes:

  • Globally relevant and timely presentations
  • Interactive Panels
  • Extended face-time with First Rate subject matter experts
  • Sneak peeks of First Rate’s newest solutions
  • Hands-on training

Who Should Attend the Wealth Management Conference?

  • Chief Investment Officers
  • Chief Technology Officers
  • Portfolio/Investment Managers
  • Investment Advisors
  • Relationship Managers/Trust Officers
  • Performance Managers
  • Consultants

Conference Fee: Sponsored by First Rate

Attire: Business Casual

Your Registration Includes: Continental breakfasts, refreshment breaks, lunches, networking dinners, the opportunity to meet with colleagues and speakers from around the world, post conference access to presentation materials, and a complementary activity on Tuesday afternoon. 

Hotel Information: First Rate has arranged for a special group rate of US $275/night at The Palms Resort. When phoning in to make a reservation refer to “First Rate Wealth Management Conference – March 27-29.” To book a reservation online, please use corporate code 0325WEAL or use this link. The discounted rate will expire March 3, 2017 (rates after this date are subject to availability.)

The Palms Resort Miami

3025 Collins Ave.

Miami, FL 33140

Transportation: If you are flying into Miami International Airport or Fort Lauderdale International, there are many options available to you including Taxi (at ground transportation in both airports), Uber, Super Shuttle and private car. Please refer to this link for specific directions from each airport.

Special Needs: Please contact First Rate for services to accommodate a disability or to inform First Rate of any dietary restrictions (please include this information in your registration form).