Top 5 Reasons to Use First Rate as a Trust Desk Client

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 Automated Composite Engine

    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 [...]

First Rate History Conversion E-Book

    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 [...]

Fee Manager E-Book

    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 [...]

5 Reasons to Consult With Your Technology Partner Prior to Integration

Sabine Adams( General Manager, Professional Services )Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the [...]

5 Reasons Partnering with a Trusted Provider Can Enhance Your Business

Sabine Adams( General Manager, Professional Services )Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the [...]

Data Integration in First Rate CORE: Better Reporting, Increased Client Engagement

Studies show that wealth management clients want more engagement and better reporting from their wealth managers. To those ends, First Rate’s integrated data strategy makes your reports more [...]

Confront Your Firm’s Disaster Recovery & Business Continuity Plans

Business interruption due to natural disasters, infrastructure failure, or human error can happen at any time without warning. It is more important now to ensure your firm is prepared and able to [...]

Becoming a Wealth Steward

Wealth stewardship is much more than portfolio profit and growth performance. Wealth stewardship is about having goals-based conversations that start with an understanding of each client’s [...]

5 Reasons You Need Live Test Data and Automated Comparisons

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 [...]

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