This unique partnership combines an expert investment research and management firm with an industry-leading performance reporting firm, allowing for an integration of management philosophy and client reporting that is unmatched.


Arlington, TX – September 7, 2016 – First Rate, a leading provider of wealth management solutions, and Capital Market Consultants (CMC), a research consulting firm exclusively serving the outsourced Chief Investment Officer needs of financial advisors and intermediaries, today announced a partnership to provide performance reporting and investment research management to the wealth management industry.

“We are delighted to be partnering with a leader in the performance reporting space for banks and trusts. Now First Rate reporting is available to RIAs,” said Capital Market Consultants CEO Barry Mendelson. “Our complementary skills sets and industry footprints represent a real value add to each of our firms as well as the professionals in these parts of the financial services industry.”

First Rate and Capital Market Consultants have successfully integrated asset classification, research, and benchmark information into a client reporting package designed specifically to communicate the value of CMC informed asset management services. By doing so, wealth managers are able to leverage First Rate’s performance reporting in a way that automatically incorporates asset mapping and benchmarks that were previously shown in their investment proposal. The end result is that wealth managers and their clients are able to see the connection between what the asset manager set out to do in managing the portfolio with the reporting they receive on a regular basis.

In addition to streamlining the operation and reporting decisions associated with client reporting, wealth managers using the First Rate plus CMC solution will be able to leverage client reports that contain key schedules and portfolio statistics that highlight the value of its dynamic approach to asset allocation guidance. Wealth managers can leverage a standard or enhanced reporting package that meets their reporting needs.

“First Rate is excited to partner with CMC to bring the best each firm has to offer together for our mutual clients,” said First Rate General Manager of Service Bureau Marshall Smith. “By integrating CMC information and guidance with the First Rate suite of solutions, the result is a better client experience and more time spent with clients, not frustrated by producing performance reporting.”

Founded in 2002 and located in Milwaukee, Capital Market Consultants serve a broad range of institutional clients throughout the United States. Flexibility, choice, and superior service define its consultative approach to client relationships.

Contact First Rate today to see how First Rate’s integration with CMC can help benefit your investment performance and client reporting process. For more information about Capital Market Consultants, please visit


About First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their client’s investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record – including more than 25 years of experience – our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.


About Capital Market Consultants

Capital Market Consultants, Inc. is a research consulting firm exclusively serving the outsourced Chief Investment Officer (OCIO) needs of financial intermediaries and wealth management professionals. Our clients outsource various Chief Investment Officer services to us in order to speed the development of their investment advisory offering, enhance the consistency of documenting their ongoing fiduciary service (to comply with regulatory requirements), and to improve the quality of their investment decision making. We offer high quality, customizable, repeatable services at a fraction of the overall cost of self-manufacturing. We combine decades of experience with a unique set of skills and resources to deliver practical business solutions. Each CMC client receives personal attention and a service arrangement customized for their business.

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