Wealth Stewardship for Today’s Advisors

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 [...]

Leveraging Time and Tools to Foster Client Engagement

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 [...]

Do You Trust Your Performance Numbers?

We talk to wealth managers on a regular basis who don’t trust their performance. It’s not because they have the wrong formula or are using the wrong method. It’s not because they have [...]