The future of community banks is undoubtedly being led by unique and diverse expectations from a new generation of investors. Being client-centric requires agile, data-focused, and scalable technology that many community banks find challenging to adopt due to limited resources. However, the great wealth transfer is creating a demand for a new banking experience, forcing community banks to make the leap towards a total digital transformation.

First Rate has been an expert provider of wealth management technology for more than 30 years including performance measurement, data aggregation, and client reporting. Our intuitive report packages are designed to fit the needs of your investors and allow advisors to spend more time focused on clients and growing their business. Our AI and machine learning technology allow your advisors to create personalized experiences for clients and enhanced investment strategies without overextending your time or resources.