First Rate Announces Investment in New Innovation Lab for Enhanced Solutions Strategy and Development

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 Launches New AI-Driven Innovations and Enhanced Data Aggregation Capabilities

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 [...]

Technology as it Should Be: Wealth Management Innovation from AI-Driven Technology

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 Shark Tank: A Think Tank Designed to Drive Innovation, Passion, and Collaboration

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 [...]

How First Rate is Solving ESG Challenges with New Data Integration Partnerships

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 Chooses To Challenge – International Women’s Day 2021

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 Shark Tank: A Think Tank Designed to Drive Innovation, Passion, and Collaboration

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 [...]

How First Rate is Solving ESG Challenges with New Data Integration Partnerships

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 [...]

Reshaping Wealth Management with Artificial Intelligence

Nayan Madhamshettiwar( General Manager – Product Development, Reporting and Analytics )Nayan Madhamshettiwar joined First Rate in 2020. In his current role as Manager of Reporting and Analytics [...]