4 Fiduciary Matters That Need Attention Now

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 [...]

5 Ways Collaborative Solutions Can Help You

Choose a vendor that operates with a collaborative solution development mindset. As a dynamic firm aiming to achieve your goals and those of your diverse clientele, it can become a challenging [...]

Xtiva & First Rate Announce Alliance to Support Wealth Management Firm Growth

Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases New York, NY – July [...]