Risk From a Client’s Perspective

What is the best way to measure the risk of your investment portfolio?  If you ask your investment advisor, he or she is likely to rattle off measures such as standard deviation, Sharpe ratio or [...]

Tech Companies Release Gender Make-up Data: How does First Rate Stack Up?

The year 2014 gave rise to a number of interesting and talked about things: robo-advisors, drones, brain mapping, and mobile collaboration to name a few. But you will be surprised to know that [...]

First Rate Changes the Way Wealth Managers Communicate with Goal-Based Reporting

Reporting that communicates progress towards client goals in a way that makes sense to clients Arlington, TX – February 18, 2015 – First Rate, a leading provider of performance measurement and [...]

Five Things I Took Away from T3 Conference

1. It’s a #FinTech Show. While vendors typically line up and spend cash to get their solutions in front of invoice paying clients, in the case of the T3 (Technology Tools for Today) it’s to get [...]

TD Ameritrade LINC 2015 Conference Wrap Up

First Rate was well represented at the TD Ameritrade National LINC 2015 conference held in San Diego, CA.  The First Rate ARKON wealth management platform was thrilled to be a showcase piece of [...]

Grendel and First Rate Streamline Investment Advisors Workflow with Integrated CRM Performance Dashboard

West Chester, PA and Arlington, TX. February 12, 2015. Grendel, a leading purpose-built CRM for financial advisors, and First Rate, a leading provider of performance measurement and client [...]

Reflections of Women & Wealth Conference: Part 2

Reflections on Women & Wealth:  Women Investors (Part 2) Women are smart, capable and prudent investors.  It is imperative that they participate and feel they have ownership of their finances [...]

Reflections of Women and Wealth Conference: Part 1

The Rise of Women in Business I had the privilege of attending the first Women & Wealth conference hosted by Financial Research Associates, LLC and the time was wisely spent. Study after [...]

Mergers and Acquisitions Mania

Punxsutawney Phil says six more weeks of bad winter weather. Well, that hasn’t slowed down the merger and acquisition activity going on in our industry. Just this week, SS&C Technologies [...]

First Rate and Grendel Partner to Transform The Way Wealth Managers Run Their Business

INNOVATIVE COMBINATION OF A PURPOSE-BUILT CRM AND INDUSTRY-LEADING PERFORMANCE REPORTING THAT CREATES AN END-TO-END WEALTH MANAGEMENT PLATFORM. ARLINGTON, TX AND WEST CHESTER, PA. JANUARY 28, [...]

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