Arlington, TX – June 12, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced the launch of First Rate University, a platform designed to capitalize and enhance the learning experience for First Rate clients and users. With First Rate University as a partner, firms are able to maximize the investment in their people, which is their most significant asset and the foundation for future success.

Starting with a need-based approach to learning, First Rate has introduced different learning and development programs that help to make information meaningful in the context of one’s own work product. First Rate University exists to serve and facilitate the learning journey specific to investment performance and First Rate’s solutions.

“We recognize that most people learn best through experience, projects, and specifically when information is pertinent for their success at work. Extraordinary care is taken to design learning experiences that are relevant for each learner,” said First Rate University Manager Ann Lane. “Our goal is to accelerate the learning curve by providing information necessary to perform the most pressing work tasks – followed by the additional knowledge that contributes to the professional development of the employee.”

First Rate University was designed with the learner in mind, accounting for a combination learning style. As Gen Y (and Z) becomes more prominent in the workforce the demand for “just-in-time” learning is accelerating. Over time, First Rate intends to utilize a blended approach that incorporates instructor-led classes, e-learning and social or collaborative learning dependent upon the needs of the client or user.

For more information about how First Rate University can bring value to your firm, please contact [email protected].

First Rate

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