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 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 [...]

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 [...]

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 [...]