A Day in the Life: A Culture Dive into India to Connect, Thrive, and Make Strides

Grayson Greer( Investment Performance Auditor )Grayson was responsible for facilitating the flow of ideas and the handoff of processes, and clients in the India office. He developed training [...]

Money-Weighted Returns – It’s Not Just for Private Equities

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Is Ongoing Goal Progress Reporting Dead in the Trust Space? It’s Not Until the Investor Is.

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

First Rate Announces Integration with HiddenLevers to Provide Wealth Management Firms with Firm-Wide Risk Analytics and Performance

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 [...]

Elevate Your Client Reporting with the First Rate + HiddenLevers Partnership Integration

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 [...]