Q&A With First Rate CTO of the Year Finalist

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 [...]

30 Years of First Rate Living in God’s Company

David Stone( Chief Executive Officer & Founder )David A. Stone is the founder and CEO and Founder of First Rate. Stone acts as the visionary for the firm, providing direction for product [...]

Segmenter Vs Integrator: How were we affected by the Pandemic?

Grayson Greer( Investment Performance Auditor )Grayson is an Account Executive at First Rate with a demonstrated history of working across cultures and managing offshore teams. A champion of [...]

Investment Performance Measurement: Build, Buy, or Partner?

Bennet Hickok( Solutions Consultant )Bennet has been at First Rate since 2016 and serves as a solutions consultant exploring new strategic partnerships and initiatives. www.FirstRate.com

Democratizing ESG Data (and why that’s not easy to do)

Benjamin Webster( CEO )Ben Webster is the CEO at OWL Analytics, a provider of financial data, research, and indexes whose mission is to make the world a better place by helping clients integrate [...]

AI Use Cases, Today and Tomorrow (Part II): Rethinking Reporting

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 [...]

AI Use Cases, Today and Tomorrow (Part I): Automation for Aggregation

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 [...]

More Than Just a Job: First Rate Account Executive Lives His Passion for Business in Singapore

John Choi( First Rate Singapore, Global Account Executive )John Choi is responsible for establishing the Asia-Pacific strategic direction of First Rate’s global expansion in Singapore. He drives [...]

Four Challenges of ESG Investment Data and How to Solve Them

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 [...]

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 [...]