"ARKON will provide us with a scalable solution and business by eliminating time consuming, redundant work."

- Managing Director, Registered Investment Advisor

"First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."

- Managing Director, Registered Investment Advisor

"ARKON provided some of the unique aspects that we need to run our business with the ability to track time and profitability, a customizable fee management system and the ability to track and report on alternative assets."

- Chief Compliance Officer, Register Investment Advisor

"In researching different solutions for our portfolio management and CRM needs, we found the ARKON system provided the best combination of integrated systems. The all in one aspect was very important to us and the CRM capabilities were on par with the customized system we currently use."

- Chief Compliance Officer, Register Investment Advisor

"Once we delved deeper into combining client reporting, customer relationship (CRM) capabilities and practice management, it seemed like a natural fit to choose First Rate’s ARKON."

- President, Independent Broker Dealer and Registered Investment Advisor

"We are in a relationship business, thus we want a partnership with all of our services providers. We chose a partner we could grow with, one who has the ability to adapt to ever changing client needs."

- Managing Director, Registered Investment Advisor