Tell the Story You Need to Tell with OnPoint Reports

Deborah Repak( Managing Director - First Rate Global )Deborah Repak, Managing Director of First Rate Global, has been part of First Rate since its inception. She initially worked as a part-time [...]

Transparent Access to Client Data – The Client Portal Redefined

Deborah Repak( Managing Director - First Rate Global )Deborah Repak, Managing Director of First Rate Global, has been part of First Rate since its inception. She initially worked as a part-time [...]

The right place at the right time…the power of vision, technology and collaboration

If you build it they will come. Sometimes the key to solving your clients’ problems is the resource most available to you – you just have to see it. That’s how First Rate’s ExecView was conceived [...]

OnPoint Reports: Tell the Right Story

The Fiduciary Standard states that wealth managers should always act in the best interests of their clients and do everything they can to have positive and accurate communications. One of the [...]

Talking Dollars with Our Daughters

My mom was a bookkeeper in the 70’s and instilled the fundamentals of saving in her children starting at a young age. She reminded us over and over about the importance of putting aside a portion [...]