A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

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 [...]

3 Reasons Your Firm Should Upgrade to the Latest Release

Rob Bethmann( General Manager, Service Bureau )Rob Bethmann joined First Rate as the firm’s 10th employee in 1998. He has served in multiple business units in the company and currently serves as [...]

5 Ways First Rate Has Continued to Evolve and Expand Despite 2020

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 [...]

Top 3 Custom Upgrades to Distinguish Your Firm in 2021

Brian Puerschner( Account Manager, Business Development )Brian Puerschner, Account Manager with the Business Development team, joined First Rate in 2008. Puerschner initially served as the [...]

First Rate’s Commitment to Innovation

Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]

How Technology is Evolving to Support Wealth Management

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 [...]