Three Things Your Firm Needs to Know About ESG Investing

Douglas TengdinA Wealth Management professional with over 30 years of experience leading investment teams and managing individual and institutional accounts with multi asset-class exposure in [...]

How Investor Passions and Purpose are Reshaping Wealth Management

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

First Rate is Full of Holiday Cheer with a Mission to Love, Give, Serve, & Enjoy

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 ACHIEVES ISO 27001 SECURITY CERTIFICATION 2019

First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security-related risks for customers.  Arlington, TX – [...]