Innovation Lab Focused on Disruption that Produces Positive Change

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 [...]

The Reason for the AI Season: Solution Enhancement vs Innovation

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 [...]

First Rate Shark Tank: A Think Tank Designed to Drive Innovation, Passion, and Collaboration

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 First Rate is Solving ESG Challenges with New Data Integration Partnerships

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 [...]

First Rate Chooses To Challenge – International Women’s Day 2021

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 [...]

Reshaping Wealth Management with Artificial Intelligence

Nayan Madhamshettiwar( General Manager – Product Development, Reporting and Analytics )Nayan Madhamshettiwar joined First Rate in 2020. In his current role as Manager of Reporting and Analytics [...]

Five Questions Wealth Managers Can Ask to Help Understand and Approach ESG Investors

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 [...]

Be Kind, Be Thankful: First Rate Living Manager’s Campaign to Reflect and Empower

Kathryn Stone( First Rate Living Manager )Kathryn Stone has been with First Rate since 2016 serving as the First Rate Living Manager. In her current role, she provides strategic direction and [...]

The Power of Client Reporting is in Your Hands: 7 Best Practices to Tell a Compelling Investment Story

Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]

A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

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 [...]