What It Really Means to be a Wealth Steward

In the wealth management industry today there’s more competition for clients than ever before. As you try to attract the most valuable clients, it’s critical to set yourself apart as [...]

Lightning Strides in Client Reporting: A Strategic Opportunity in the Age of Financial Technology

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

The DOL Proposal – What Does It Mean For You?

Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]

FIRST RATE ANNOUNCES APPOINTMENT OF CHIEF COMPLIANCE OFFICER

The new chief compliance officer will aide First Rate to continually provide the best security and service to its clients. First Rate, a leading provider of performance measurement and client [...]