Blog Archive | First Rate, Inc.

Blog Post

Transforming Performance Reporting: The Essential Role of Risk-Adjusted Attribution in Wealth Management

Wednesday, June 12, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies

Blog Post

Portfolio Construction - Part 1 | Rebalancing: Active Decision or Housekeeping?

Thursday, June 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

News

First Rate Announces Investment and Strategic Partnership with Fispoke

Wednesday, June 05, 2024

FinTech Innovation Tools Venture Capital Ventures

News

First Rate Wins Big at FTF Awards 2024

Monday, June 03, 2024

Data Aggregation Data Analytics FinTech Innovation

Blog Post

Mastering Investment Insights: The Power of Ex-Post Risk Reporting

Tuesday, May 21, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Partnership Integration Regulatory Issues Tools

Blog Post

Mitigating Ex-Post Risk Using Dynamic Risk Reporting and WealthTech Solutions

Tuesday, May 07, 2024

Back Office Data Aggregation Data Analytics FinTech Innovation Investment Strategies Regulatory Issues Tools

Blog Post

5 Challenges in Private Equity Investment Reporting & 4 Strategies for Success

Tuesday, April 02, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies

News

First Rate Taps Global Marketing Leader and CEO April Rudin to Join Company’s Board of Advisors

Wednesday, March 20, 2024

Bolsters Board with Strategic Marketing Expertise

FinTech Innovation Investment Strategies Mission

News

First Rate Named a Finalist in the Eleventh Annual Family Wealth Report

Tuesday, March 19, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

5 Performance Measurement Methodologies to Master After-Tax Benchmarking

Thursday, October 26, 2023

For many wealth management firms, assessing investment performance is already a manual and intricate…

Innovation Investment Strategies Tools

Blog Post

Introducing A New Approach that Takes the Guessing Out of Fixed Income Investment Strategies | First Rate + bondIT

Tuesday, July 11, 2023

As part of our ongoing strategy to expand and enhance our client reporting services and solutions for…

Acquisitions Innovation Partnership Integration Tools

Blog Post

The Transformation To Digitization: A Journey Without A Destination

Wednesday, November 23, 2022

While the journey of digitization in wealth management might not have a final destination, that doesn’t…

Back Office Innovation

Blog Post

4 Ways Fintech Startup Proves Longevity Prioritizing Customer Over Capital

Wednesday, November 09, 2022

While most of the Venture Capital space are focused on the fastest way to raise capital, drive revenue…

FinTech Innovation Ventures

Blog Post

A Match Made In Financial Heaven: 3 Ways Tech Is Re-Shaping The Financial Advisor And Investor Relationship

Wednesday, September 14, 2022

We sat down with CEO and Founder of WealthRamp, Pam Krueger, to discuss the challenges that investors…

Company Culture Innovation Mission

First