The right place at the right time…the power of vision, technology and collaboration

If you build it they will come. Sometimes the key to solving your clients’ problems is the resource most available to you – you just have to see it. That’s how First Rate’s ExecView was conceived [...]

Technology is the Answer for Fiduciary-Regulated Advisors [Infographic]

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 [...]

Integrated Data Access in a High-Security Environment

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 [...]

4 Smart Strategies for Keeping Client Anxiety at Bay

“If information was the answer then we’d all be billionaires with perfect abs.”  — Derek Sivers It’s clear that our clients are overwhelmed with information. From [...]