First Rate Responds to SolarWinds Compromise

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

How First Rate Expressed Love, Give, Serve, and Enjoy in 2020

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

First Rate Selects FinMason to Deliver Third-Party ESG Data

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

2021 Technology and Performance Priorities

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

Deniqua Hill

Deniqua LaCour Hill joined First Rate as Chief Administrative Officer in 2020. In her current role, she is responsible for managing and streamlining our support centers teams including HR, [...]

Nayan Madhamshettiwar

Nayan Madhamshettiwar joined First Rate in 2020, but he has served in the financial industry for over 13 years. Prior to First Rate, he worked for Rageframeworks as a Director responsible for [...]

John Choi

John Choi is responsible for establishing the Asia-Pacific strategic direction of First Rate’s global expansion in Singapore. He drives regional marketing and business development to prospect and [...]

A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

How Technology is Evolving to Support Wealth Management

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

Blue Chip Fund Rankings

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]