Webinar – Institutional Reports
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 [...]
Alleviating Implementation Jitters and Individualizing Your Investment Story
You’ve chosen First Rate as your performance vendor… now what? Implementation jitters are common, as a daunting task and looming uncertainty stand between today and the first day of the new [...]
Wealth Stewardship and the Fiduciary Standard
Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]
Spend More Time with Clients
Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]
Video – How to Sell New Clients Using Data to Tell a Different Story
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 [...]
Video – The Most Effective Way to Stop the Finger-Pointing Game of Dueling Data
Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]
Video – Why Multiple Systems are Killing Your DOL Compliance
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 [...]
Two Things First Rate Does to Make Your Integration Easy and Secure
Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]
Be Their Trusted Advisor
Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]
The Three Ways CORE Enables Client Engagement
Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]
