Sendero Wealth Management Chooses ARKON for an Integrated and Efficient Wealth Management Platform

Arlington, TX – April 1, 2014 – First Rate, a leading provider of wealth management solutions for the financial services industry, announced today that Sendero, a private wealth management firm, [...]

First Rate Unveils ARKON at 2014 Performance Conference – A New Breed of Wealth Management Technology

Arlington, TX – March 24, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced the launch of ARKON [...]