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 [...]

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 [...]

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