First Rate Announces Investment Performance as a Service (IPAAS)

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 Lead Analyst Leads the Fight for Kids in Need at Camp Impact

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 [...]