January 2019 - First Rate

Posted January 25, 2019

First Rate Appoints Bo McWilliams as Chief Operations Officer

Arlington, Tx – January 28, 2019 – First Rate, a leading provider of wealth management solutions to the financial services marketplace, today announced that it has named Bo McWilliams as [...]

By First Rate

In Video

Posted January 23, 2019

Webinar – 20/20 Vision: A Look Into GIPS 2020

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 [...]

First Rate Appoints Bo McWilliams as Chief Operations Officer

Webinar – 20/20 Vision: A Look Into GIPS 2020

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