Webinar: Fireside Chat with Products
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 [...]
Webinar: OnPoint Reporting – Same Powerful Solution, New & Improved Evolution
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 [...]
Elevate Your Client Reporting with the First Rate + HiddenLevers Partnership Integration
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 [...]
Webinar – Bon Voyage: Navigating First Rate’s 6.4.0 Release Enhancements & 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 [...]
Webinar – First Rate + BITA Risk: Calculated Risk
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 [...]
Webinar – 20/20 Vision: A Look Into GIPS 2020
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 [...]
Fireside Chat with First Rate Product Managers
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 [...]
Webinar – First Rate & ACA Compliance Group: A Bank’s Compass on the Road for GIPS Compliance
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 [...]
Webinar – First Rate ExecView
Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]
Webinar – First Rate and Wealth Access Partnership
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 [...]
