Connect and thrive by joining First Rate on the
road. We're excited to collaborate and network
with firms like yours. Together we can enhance
and integrate technology that improves the
investment management experience from every
angle.

EVENTS

FIRST RATE

2020 Vision: A Look Into GIPS 2020

Does compliance with GIPS 2020 look blurry for your firm? Not to worry! First Rate is teaming up with Cairn Investment Performance Consulting to give your firm clarity and to give you a first glance into the changes that will be occurring, implementation and go-live dates, and how GIPS 2020 may affect your business lines. Tune into our joint webinar to learn how technology is changing to accommodate the shifts on the horizon and prepare your firm for GIPS 2020!

first rate sponsored conferences

We’re hitting the road in 2019. Be sure to join and connect with us at the tradeshows listed here.

  • T3 ADVISOR CONFERENCE

    January 29 – February 1, 2019

    Denton Convention Center
    Denton, Tx

    First Rate Booth #: TBD

    learn more
  • ABA WEALTH MANAGEMENT & TRUST CONFERENCE

    February 10-12, 2019

    Marriot Marquis
    San Francisco, CA

    First Rate Booth #: TBD

    learn more
  • KINGDOM ADVISORS ANNUAL CONFERENCE

    February 20-22, 2019

    Omni Orlando Resort
    Orlando, FL

    First Rate Booth #: TBD

    learn more
  • TRUST ADVISORS FORUM

    February 24-27, 2019

    Pinehurst Resort & Spa
    Pinehurst, NC

    First Rate Booth #: TBD

    learn more
  • 4TH NEW YORK FAMILY OFFICE FINTECH SUMMIT

    March 21, 2019

    Convene Center
    New York, NY

    First Rate Booth #: TBD

    learn more
  • CA BANKERS ASSOCIATION ANNUAL CONFERENCE

    March TBD

    Location: TBD

    First Rate Booth #: TBD

Contact us today to upgrade your investment management platform.

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