Thought Leadership

Blog Post

Managing Regret Risk | Acknowledging Emotion within the Investment Process

Thursday, November 14, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Retirement Spending For Individuals - Part 1 | A Fresh Look at Sustainability

Wednesday, November 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

The Role of Passive Investments in Active Portfolios | Part 2 - The Power of Performance Attribution

Monday, October 14, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Agentic AI: The Future of Task-Specific AI in Wealth Management

Tuesday, October 08, 2024

Artificial Intelligence Data Aggregation Data Analytics Innovation

Blog Post

The Role of Passive Investments in Active Portfolios | Part 1 - Enhancing Efficiency While Lowering Active Costs

Thursday, September 26, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Evaluating the Portfolio Construction Process - Part Two | Micro Attribution

Friday, September 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Evaluating the Portfolio Construction Process - Part One | Macro Attribution

Wednesday, August 28, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Portfolio Construction - Part 5 | Customizing Your Fund Team

Tuesday, August 20, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Enhancing Client Insight with Comprehensive After-Tax Reporting: 4 Essential Components

Thursday, August 15, 2024

Data Aggregation Data Analytics Innovation Investment Strategies Regulatory Issues

Blog Post

Understanding After-Tax Performance & Reporting in Wealth Management

Wednesday, August 07, 2024

Data Aggregation Data Analytics Innovation Investment Strategies Regulatory Issues

Blog Post

Portfolio Construction - Part 4 | Beating the #1 Funds

Thursday, July 25, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Portfolio Construction - Part 3 | Assembling a "Team of Funds"

Thursday, July 25, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

News

First Rate Inc. Wins Triple Honors at WealthBriefing Wealth For Good Awards 2024

Thursday, June 27, 2024

Company Culture Data Aggregation Data Analytics FinTech Innovation Mission

Blog Post

Portfolio Construction - Part 2 | Your Platform of Funds: Inventory or Treasure?

Thursday, June 20, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

Blog Post

Transforming Performance Reporting: The Essential Role of Risk-Adjusted Attribution in Wealth Management

Wednesday, June 12, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies

Blog Post

Portfolio Construction - Part 1 | Rebalancing: Active Decision or Housekeeping?

Thursday, June 06, 2024

Data Aggregation Data Analytics FinTech Innovation Investment Strategies Tools

News

First Rate Announces Investment and Strategic Partnership with Fispoke

Wednesday, June 05, 2024

FinTech Innovation Tools Venture Capital Ventures

News

First Rate Wins Big at FTF Awards 2024

Monday, June 03, 2024

Data Aggregation Data Analytics FinTech Innovation

Last

View Articles By Category

Blog Post News Q and A

View Articles By Tag

Acquisitions Artificial Intelligence Back Office Company Culture Data Aggregation Data Analytics Faith Driven Investing FinTech Innovation Investment Strategies Mission Partnership Integration Regulatory Issues Tools Venture Capital Ventures