First Rate Appoints Bo McWilliams as Chief Operations Officer

Arlington, Tx – January 28, 2019 – First Rate, a leading provider of wealth management solutions to the financial services marketplace, today announced that it has named Bo McWilliams as [...]

First Rate and BITA Risk Partner to Offer Integrated Wealth Management Solution

The partnership focuses on providing best-of-breed performance, risk and portfolio analysis, and portfolio modeling tools to firms worldwide. First Rate a leading provider of wealth management [...]

First Rate Enhances Fee Manager Cloud-Based Billing System for Wealth Managers

Fee Manager enables broker-dealers and RIAs to seamlessly move to an advisory model while providing critical business intelligence on revenue and risk Arlington, TX – May 1, 2018 – First Rate, a [...]

FIRST RATE ACHIEVES ISO 27001 SECURITY CERTIFICATION

First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security related risks for customers.  Arlington, TX – [...]

First Rate Celebrates Signing 250th Bank and Trust Client From the Wealth Management Industry

In the latest adoption milestone report, First Rate’s CORE solution has signed the 250th client specific to the bank and trust space in the wealth management industry. This adoption signifies the [...]

Xtiva & First Rate Announce Alliance to Support Wealth Management Firm Growth

Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases New York, NY – July [...]

FIRST RATE ANNOUNCES AGREEMENT WITH WILSHIRE ANALYTICS TO EXTEND WILSHIRE TUCS® PEER GROUP REPORTING TO WEALTH MANAGERS

Arlington, TX – May 9, 2017 – First Rate, a leading provider of wealth management solutions, and Wilshire Analytics, the technology foundation of Wilshire Associates (Wilshire®),  today announced [...]

FIRST RATE ANNOUNCES PARTNERSHIP WITH WEALTH ACCESS TO PROVIDE WEALTH MANAGEMENT FIRMS WITH AN ENHANCED DIGITAL PRESENCE

This unique partnership combines the industry’s largest independent personal financial management and account aggregation platform with an industry–leading wealth management solutions [...]

FIRST RATE WINS TWO WEALTHMANAGEMENT.COM 2016 INDUSTRY AWARDS

Arlington, TX  – First Rate, a leading provider of wealth management solutions, today announced it was named 2016 Industry Awards winner in the “Technology – Compliance” and the “Technology – [...]

FIRST RATE ANNOUNCES THE OPENING OF A NEW OFFICE IN HONG KONG

First Rate’s Hong Kong office will bring the Asia-Pacific region a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s [...]

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