Blog Archive | First Rate, Inc.

Blog Post

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

Blog Post

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

Tuesday, October 08, 2024

Artificial Intelligence Data Aggregation Data Analytics Innovation

Blog Post

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

Blog Post

Evaluating the Portfolio Construction Process - Part Two | Micro Attribution

Friday, September 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Evaluating the Portfolio Construction Process - Part One | Macro Attribution

Wednesday, August 28, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools