Be Kind, Be Thankful: First Rate Living Manager’s Campaign to Reflect and Empower

Kathryn Stone( First Rate Living Manager )Kathryn Stone has been with First Rate since 2016 serving as the First Rate Living Manager. In her current role, she provides strategic direction and [...]

How First Rate Expressed Love, Give, Serve, and Enjoy in 2020

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 [...]

Capture Clients’ Total Wealth Picture with First Rate’s Data Aggregation Solution

Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]

The Power of Client Reporting is in Your Hands: 7 Best Practices to Tell a Compelling Investment Story in 2021

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

First Rate Selects FinMason to Deliver Third-Party ESG Data

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 [...]