4 Fiduciary Matters That Need Attention Now

 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 [...]

What MiFID II Directive Means For EU Performance Professionals

  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 [...]

Wealth Stewardship for Today’s Advisors

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 [...]

Leveraging Time and Tools to Foster Client Engagement

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 [...]

Integrated Data Access in a High-Security Environment

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 [...]

Lightning Strides in Client Reporting: A Strategic Opportunity in the Age of Financial Technology

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 [...]

The Case for GIPS Compliance: A Question of Trust

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 [...]

Portfolio Oversight, Golden Insights: Drilling Down on Oversight to Discover Big Data Trends

In a rapidly changing wealth management landscape, more portfolios, managers, and regulations increase the importance of optimizing performance, providing due diligence and retaining clients. [...]

Making Investment More Meaningful: How Goal-Based Reporting Transforms Investor Experience

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 [...]

C-Level Risk Management: The Power of the Right Risk Dashboard

Empirical and First Rate make the case for “PowerBoards”, which are concise, risk-metric dashboards that have been designed for C-Level executives who need powerful insight (not just more data) [...]

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