FIRST RATE
COMMUNITY TRUST
Scalable Innovation for a Digital Transformation
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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.

TEAM

rachel-guy-bw

RACHEL
GUY

Managing
Director

kayleigh-haradon-bw

KAYLEIGH
HARADON

Account
Executive

jared-davis

JARED
DAVIS

Senior
Analyst

haley-thomas-bw

HALEY
THOMAS

Lead
Analyst

philip-gobble

PHILIP GOBBLE

Analyst

janise

JANISE HIATT SOTO

Analyst

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PRAVEEN GAVIRIPAGA

Analyst

sudheer-jalluri

SUDHEER JALLURI

Analyst

jaigeetha-rajendiran-bw

JAIGEETHA RAJENDIRAN

Analyst

abigail-thomas

ABIGAIL THOMAS

Auditor

TESTIMONIALS

  • "First Rate's CRM will provide us with a scalable solution and business by eliminating time consuming, redundant work."
    Managing Director, Registered Investment Advisor
  • "First Rate has consolidated the capabilities of several systems into one unified platform allowing our team to focus on what’s important, our clients."
    Managing Director, Registered Investment Advisor
  • "First Rate's CRM provided some of the unique aspects that we need to run our business with the ability to track time and profitability, a customizable fee management system and the ability to track and report on alternative assets."
    Chief Compliance Officer, Register Investment Advisor
  • "In researching different solutions for our portfolio management and CRM needs, we found the First Rate system provided the best combination of integrated systems. The all in one aspect was very important to us and the CRM capabilities were on par with the customized system we currently use."
    Chief Compliance Officer, Register Investment Advisor

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