Two Things First Rate Does to Make Your Integration Easy and Secure

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Integration and Security Concerns

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Confront Your Firm’s Disaster Recovery & Business Continuity Plans

Business interruption due to natural disasters, infrastructure failure, or human error can happen at any time without warning. It is more important now to ensure your firm is prepared and able to [...]

All Integration Methods are Not Created Equal

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Siloed Data

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Is Your Client Data Vulnerable?

Wealth management firms have a deep responsibility to their clients. That responsibility goes far beyond the Fiduciary Standard and engagement on client goals. One of the deepest—and least talked [...]

Is Compartmented Data a Problem in Your Firm?

Software for retrieving data from compartmented data silos to aid in real-time wealth management investment reporting.   Data. It seems that every industry becomes more data-dependent every [...]

All Integration Methods Are Not Created Equal

 As a Wealth Manager, your team needs to be devoted stewards of your clients’ wealth. To do that successfully, your clients need to know: How their investments are performing against their [...]