The Truth Behind ESG Data: Top 3 Roadblocks to Quality ESG Data

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 Announces Final Phase of Market Centric Alignment

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 Not to Stress the New SEC Regulations

Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]