First Rate Celebrates Signing 250th Bank and Trust Client From the Wealth Management Industry

In the latest adoption milestone report, First Rate’s CORE solution has signed the 250th client specific to the bank and trust space in the wealth management industry. This adoption signifies the [...]

Speaking to Clients in a Way They Understand

The financial industry is known for its complex lexicon. Advisors and other insiders often converse exclusively using terminology most personal investors do not understand. Much of their jargon [...]

Transitioning Wealth: What it is and Why it Matters for Retention

The financial services industry is at the brink extraordinarily exciting times. Over the next 15 years, there will be a transfer of approximately $30 to $33 trillion from the current generation [...]