“Never judge a book by its cover.” This statement has been used for many years to remind people not to judge a person, an event, a situation, or a book by its outward appearance. It may be amazing, the best thing that has happened to you or it could be terrible, and you wished you had never experienced the book you judged correctly at first glance. Live and learn, right?

In your personal shopping or consuming experience, how often have you turned down an offer or gone with another service because of the appearance of the brand? Maybe their website appears as though it were developed when the World Wide Web was launched and hasn’t been updated since. Or maybe their promise of value was not “walked out” in their services you experienced. An image goes deeper than what you see on flyers, business cards, or a website. Companies who want to stay relevant in their marketplace have to adjust and change as the consumers change.

First Rate has launched a new brand – a needed update to stay at the forefront of the industry. The recognizable yellow star and black, Times New Roman lettering is replaced with a geometric, modern design – a flowing “1R” to symbolize First Rate inside a box which depicts the stable foundation we have as a performance and client reporting solutions provider. As we grow into new wealth management markets, we desire our clients and future clients to know we are leading the way in industry trends by responding to the needs of our partners with new solutions but keeping our customer service the same as it has always been. First Rate has been built on the integrity of trusted relationships and hard work to keep our partners satisfied.

Some say our customer experience is unique and unlike any other. Both professional and personal relationships come from working together inside of First Rate and with our industry peers. We want to leave a unique impression with those we come in contact with. Throughout our image, a thumbprint can be seen nodding to our DNA and culture as a business, we stand out because we are focused on the happiness of our clients.

After almost twenty-four years of a brand, we felt it was time for an update. It is still business as usual in the office, but with our new brand, we hope to energize and revitalize the wealth management industry to the vibrant and thriving industry it can be. If you are looking for a trusted and secure working relationship, look no further than First Rate – Your Wealth Management Solutions Partner.

First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.