COVID-19 Letter From First Rate Chief Technology Officer

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

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

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Integration and Security Concerns

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Confront Your Firm’s Disaster Recovery & Business Continuity Plans

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Video – All Integration Methods are Not Created Equal

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Siloed Data

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

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 [...]

Blog – 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 [...]