First Rate Receives Final 2012-2013 SOC2 Type 2 Report
Arlington, TX – November 26, 2013 [...]
Glenmede Trust Company Chooses First Rate Performance
Arlington, TX – February 4, 2014 – [...]
First Rate Chooses Thomson Reuters Datascope and Lipper to Enhance Asset Classification and Characteristics for Wealth Managers
Arlington, TX – February 11, 2014 – [...]
First Rate Unveils ARKON at 2014 Performance Conference – A New Breed of Wealth Management Technology
Arlington, TX – March 24, 2014 – [...]
Sendero Wealth Management Chooses ARKON for an Integrated and Efficient Wealth Management Platform
Arlington, TX – April 1, 2014 – [...]
First Rate Successfully Performs 2014 Disaster Recovery Exercise
Arlington, TX – June 3, 2014 – [...]
First Rate Launches First-Rate University a Versatile Platform To Support Learning and Development
Arlington, TX – June 12, 2014 – [...]
First Rate Celebrates 23 Years Of Service in the Financial Services Industry
Arlington, TX – July 22, 2014 – [...]
B Corp. Certification Helps Companies Measure What Matters
More than a 1,000 companies in 34 [...]
First Rate Announces Newest Member to its Leadership Team
Arlington, TX – September 3, 2014 – [...]
First Rate Changes the Way Community Banks and Investment Advisors Compete with Larger Firms with the Recent Launch of Lightning
Lightning, an affordable turnkey [...]