September 27th, 2016

wma-brand-2016’s Awards Program recognizes firms that are contributing to advisor success in various categories.  By acknowledging outstanding achievement in the industry, the Awards seek to inspire innovation and leadership among industry participants, creating an environment that will enable the industry to better support advisors in their roles as leaders to their clients and communities.

Arlington, TX – September 27, 2016 – First Rate, a leading provider of wealth management solutions, today announced it is a finalist in three categories for the Awards for 2016:

  • Compliance: First Rate ExecView – Managing Oversight of Client Outcomes Firm-wide
  • Corporate Social Responsibility/Diversity: First Rate, Inc. First Rate Living – Making an Impact with Corporate Values
  • Technology Thought Leadership: First Rate, Inc. – Client Engagement Thought Leadership

Technology providers serve an important role in the wealth management industry. The nomination for these three awards validate our focus on our clients success through solution development, client engagement, and education. The announcement of all winners will happen on September 29th at the 2016 Industry Awards Showcase in New York City.

“We are delighted to be recognized in these three categories in 2016 for the awards.  Our teams have loved collaborating with our clients on new solutions like ExecView to serve a very relevant need in the market today,” said First Rate General Manager of Products Debbie Repak. “Being recognized for our corporate values and how we are impacting the world is so rewarding and uplifting. We have big plans to continue our outreach efforts across the globe as we expand into the APAC region and beyond.”

First Rate exists to help wealth management companies grow and thrive as stewards of their client’s investments. Our reporting solutions and thought leadership create transparency and help end investors better understand their financial world. With our nomination in compliance, the First Rate ExecView solution helps automate portfolio oversight and management for wealth management firms. ExecView provides data mining and surveillance across large stets of accounts to identify various outliers and exceptions for returns, risk and asset allocation.  This is extremely important in aiding executives management of the ever changing requirements around due diligence in an automated fashion, which reduces errors inherent in manual systems.

Through First Rate’s holistic view of engagement we deliver adaptable and tailored solutions that sustain long-term relationships. Through our First Rate Living values (Love, Give, Serve and Enjoy) First Rate is committed to our clients, our team members and our community to make a positive impact on the world around us. 

Contact First Rate today to learn more about our full suite of solutions. For more information about First Rate, please visit

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