3 Reasons Why Synchronizing Digital Advice Can Help Advisors Win the Gold

The Olympic Games are an amazing showcase of human potential and mastery. An event such as synchronized diving is particularly impressive, as the athletes have to work together in perfect unison [...]

First Rate + CMC = Turn Key Reporting

The single best way to improve your client reporting is connecting it to how you differentiate yourself in managing the portfolio.  Too often performance reporting is thought of as [...]

OnPoint Reports: Tell the Right Story

The Fiduciary Standard states that wealth managers should always act in the best interests of their clients and do everything they can to have positive and accurate communications. One of the [...]

Fixed Income Analysis – If you aren’t using this report, you should!

For investment managers with goals of generating consistent income, preserving capital, or moderating risk, fixed income securities are likely an essential part of your strategy.  As more and [...]

FIRST RATE ANNOUNCES PARTNERSHIP WITH CAPITAL MARKET CONSULTANTS TO PROVIDE PERFORMANCE RESULTS THAT MATTER

This unique partnership combines an expert investment research and management firm with an industry-leading performance reporting firm, allowing for an integration of management philosophy and [...]