EMPOWER. SIMPLIFY. INSPIRE.

First Rate

Comprehensive WealthTech for a Better Future.

At First Rate we always put serving our customers, coworkers and communities first. It’s the reason we are still thriving after more than 30 years of developing innovative WealthTech.

To better serve our customers in the future, we will continue to provide you with new market offerings and expand our family of brands. By partnering with us, you will have long-term access to innovative technology and world-class service, all created to help you build your business.

Timeline

First Rate Firsts

1993 First PC-based performance solution

1997 First WealthTech to provide web based performance reporting

2006 Introduced Multi-Currency Performance Reporting

2008 Added API access to Performance Data

2010 First standard multi-currency interface with Global Plus

2013 First office opened in India - Hyderabad

2017 First office in APAC - Hong Kong

2020 Added AI, ML, and NLP capability to platform

2021 Launched First Rate Ventures

2022 First Latin America acquisition - Finantech

First Rate Living

We’ve developed a special corporate philosophy that enables our people to achieve a rewarding work/life balance. We call it First Rate Living, and it’s one of the reasons why we’re able to provide products and service of the highest quality. Empowering our people is what powers our success.