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
First Rate + BITA Risk:
Calculated Risk – Pairing of Powerful Investment Performance and Intelligent Risk Analyzation
The First Rate and BITA Risk partnership provides private wealth advisors the opportunity to increase investor understanding and trust by enabling BITA Risk’s ex-ante risk, portfolio management, monitoring, and analysis tools together with client proposals to be accessed through First Rate’s wealth management platforms.
Join our webinar to see how the First Rate and BITA Risk integration gives advisors more tools and data at their fingertips to show a holistic view that matters to their clients.
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
ABA WEALTH MANAGEMENT & TRUST CONFERENCE
KINGDOM ADVISORS ANNUAL CONFERENCE
TRUST ADVISORS FORUM
4TH NEW YORK FAMILY OFFICE FINTECH SUMMIT
CA BANKERS ASSOCIATION ANNUAL CONFERENCE
First Rate Booth #: TBD
Contact us today to upgrade your investment management platform.