First Rate Announces Restructuring of Leadership Team

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 [...]

COVID-19 Letter From First Rate Chief Technology Officer

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

FIRST RATE ACHIEVES ISO 27001 SECURITY CERTIFICATION 2019

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 Announces Major Investment to its Innovative Reporting Solution, OnPoint

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 Announces Integration with HiddenLevers to Provide Wealth Management Firms with Firm-Wide Risk Analytics and Performance

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 Announces Investment Performance as a Service (IPAAS)

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 Releases 2019 Product Upgrades

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 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 [...]

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