First Rate Receives Final 2012-2013 SOC2 Type 2 Report

Arlington, TX – November 26, 2013  – First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced it has received its final SSAE SOC2 Type 2 report for 2012-2013. “First Rate aims to provide exceptional service and ensure confidentiality to our clients,” said Bo McWilliams, Chief Operations Officer of

Glenmede Trust Company Chooses First Rate Performance

Arlington, TX – February 4, 2014  – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced that Glenmede Trust Company has chosen First Rate’s performance solution, specifically its cloud-based service, to handle all technical processes and technology support. Glenmede, a privately held and [...]

First Rate Chooses Thomson Reuters Datascope and Lipper to Enhance Asset Classification and Characteristics for Wealth Managers

Arlington, TX – February 11, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced it has signed an agreement with Thomson Reuters Lipper, to offer enhanced benchmarking and classification services in First Rate’s performance solution. First Rate will leverage the Lipper and DataScope

First Rate Unveils ARKON at 2014 Performance Conference – A New Breed of Wealth Management Technology

Arlington, TX – March 24, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced the launch of ARKON at its 2014 Performance Conference. This latest addition is a solution that combines CRM, investment performance measurement, client reporting, fee management and portfolio oversight on

Sendero Wealth Management Chooses ARKON for an Integrated and Efficient Wealth Management Platform

Arlington, TX – April 1, 2014 – First Rate, a leading provider of wealth management solutions for the financial services industry, announced today that Sendero, a private wealth management firm, is live on ARKON, First Rate’s newest platform. “First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to

First Rate Successfully Performs 2014 Disaster Recovery Exercise

Arlington, TX – June 3, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced it has successfully completed its 2014 disaster recovery exercise performed last week. First Rate’s team proved their ability to respond, communicate and recover from a disaster in which its

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