First Rate Responds to the Capital One Data Breach

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 [...]

An Inner Calling Inspires New Beginnings & a Passion to Pursue First Rate Living

Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]

Was it Worth the Risk? Shouldn’t We Evaluate the Rewards of our Risk.. Even in the Good Times?

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 [...]