Webinar – First Rate and Wealth Access Partnership

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 [...]

Above and Beyond – First Rate’s Superior Support Model

  One of my favorite aspects of serving in my role as General Manager in Service Bureau is the time I get to spend with clients and prospects in their offices.  I learn the most about the [...]