Blog Archive | First Rate, Inc.

Case Studies

Success for a Midwest Bank

Friday, April 04, 2025

A private midwest regional bank needed a solution to help advisors accurately track and monitor customers’…

Back Office Data Aggregation Innovation

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How Good is Your Stock Picking...Really?

Thursday, January 30, 2025

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Asset Owner Portfolio Attribution | A Hierarchal Approach that Bridges Responsibility & Results

Wednesday, January 15, 2025

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Managing Regret Risk - Part 3 | Helping Clients Maintain their Fund Team

Tuesday, December 03, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Managing Regret Risk - Part 2 | Matching Clients with Sustainable Investment Strategies

Tuesday, November 26, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Managing Regret Risk - Part 1 | Acknowledging Emotion within the Investment Process

Thursday, November 14, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Retirement Spending For Individuals - A Fresh Look at Sustainability

Wednesday, November 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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The Role of Passive Investments in Active Portfolios | Part 2 - The Power of Performance Attribution

Monday, October 14, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Agentic AI: The Future of Task-Specific AI in Wealth Management

Tuesday, October 08, 2024

Artificial Intelligence Data Aggregation Data Analytics Innovation

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The Role of Passive Investments in Active Portfolios | Part 1 - Enhancing Efficiency While Lowering Active Costs

Thursday, September 26, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Evaluating the Portfolio Construction Process - Part Two | Micro Attribution

Friday, September 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Evaluating the Portfolio Construction Process - Part One | Macro Attribution

Wednesday, August 28, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Portfolio Construction - Part 5 | Customizing Your Fund Team

Tuesday, August 20, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Enhancing Client Insight with Comprehensive After-Tax Reporting: 4 Essential Components

Thursday, August 15, 2024

Data Aggregation Data Analytics Innovation Investment Strategies Regulatory Issues

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Understanding After-Tax Performance & Reporting in Wealth Management

Wednesday, August 07, 2024

Data Aggregation Data Analytics Innovation Investment Strategies Regulatory Issues

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Portfolio Construction - Part 4 | Beating the #1 Funds

Thursday, July 25, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

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Portfolio Construction - Part 3 | Assembling a "Team of Funds"

Thursday, July 25, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

News

First Rate Inc. Wins Triple Honors at WealthBriefing Wealth For Good Awards 2024

Thursday, June 27, 2024

Company Culture Data Aggregation Data Analytics FinTech Innovation Mission