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 [...]

Community Through Harmony: How First Rate Thought Leader Leads Her Community Through Music

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Leveraging Technology to Level Up 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 [...]

Wealth Management Technology Trends in a COVID World

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 Performance Reporting Technology Transforms Client Meetings

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 [...]

Expanding Investment Services? Trust the Experts!

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 [...]

3 Strategies to Maximize Growth in Your Wealth Management Firm

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 [...]

Coincidence, Destiny, or Decisions: A Journey That Led to Fulfilling a Passion to Love Give Serve and Enjoy

Philip Gobble( Investment Performance Auditor )Philip Gobble joined First Rate in February 2020 as an Investment Performance Auditor. He is an experienced Business Operations Specialist with a [...]

10 Steps to Vet a New Tech Provider

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 [...]

3 Ways to Streamline Your Back Office

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 [...]