DATA AGGREGATION · PERFORMANCE · REPORTING · INSIGHTS
IT SHOULD BE
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Flexible Solutions that
Drive Growth and Efficiency
BETTER PERFORMANCE. BETTER RESULTS.
First Rate exists to help wealth management firms
grow and thrive as stewards of their clients’ investments.
MARKETS WE SERVE
Why First Rate?
Let’s be honest – we aren’t the new kid on the block! With more than 30 years in the wealth management industry, First Rate maintains its ability to create innovative solutions that help our clients and business partners scale. We are family-oriented and faith-driven, showing up to work every day thinking about how to better serve our clients, communities, and co-workers.
We are the <3 of WealthTech.