AI Use Cases, Today and Tomorrow (Part II): Rethinking Reporting

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 [...]

AI Use Cases, Today and Tomorrow (Part I): Automation for Aggregation

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 [...]

More Than Just a Job: First Rate Account Executive Lives His Passion for Business in Singapore

John Choi( First Rate Singapore, Global Account Executive )John Choi is responsible for establishing the Asia-Pacific strategic direction of First Rate’s global expansion in Singapore. He drives [...]

First Rate Acquires Vantage Software to Launch Into the Alternative Investment Space

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 [...]