INSTITUTIONAL INVESTMENT
MANAGEMENT REDEFINED
Utilize a purpose-built solution and service set to redefine
your asset class portfolio management
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Institutional firms need robust tools, transparent reporting, and reliable data sources to support the ongoing functions of schools, hospitals, museums, and much more, but they can’t take money away from their missions to fund astronomical administrative fees.

At First Rate we have reimagined our core technology so we can leverage our areas of expertise while working hand in hand with innovative and trendsetting partners. Through this collaborative focus, we can offer tailored solutions at scale with the depth of features needed to support the unique needs of our customers without taking time, resources, and money away from the overall mission of the firm.

MARKETS WE SERVE

TEAM

emily-traxler-bw

EMILY TRAXLER

Managing
Director

bennet-hickok-bw

BENNET HICKOK

Solutions
Consultant

nick-rod-bw

NICK ROD

Services
Consultant

logan-taylor-bw

LOGAN TAYLOR

Sales
Consultant

OUR STRATEGIC CLIENTS AND ALLIANCES

Schedule a Meeting with the Institutional Team Today

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