4 Best Practices for API Implementation

“The concept of an API pre-dates the advent of personal computing, let alone the web, by a very long time.” – Martin Bartlett, Programmer Back in February 2000, Salesforce.com became the [...]

First Rate History Conversion E-Book

    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 [...]

Light at the End of the … Conversion!

We know it and you know it … software conversions are painful. We often hear prospects tempering their enthusiasm for moving to a new system with their fear of the painful process of [...]

Alternative Assets & Performance

The use of alternative assets in client investments has grown substantially in the past decade.  The uniqueness of these assets presents several challenges to firms trying to measure and report [...]