Arlington, TX First Rate, a leadinwma-brand-2016g provider of wealth management solutions, today announced it was named 2016 Industry Awards winner in the “Technology – Compliance” and the “Technology – Corporate Social Responsibility” categories by, the leading information resource for wealth advisors. The Industry Awards honor outstanding achievements by companies and organizations that support financial advisor success.

Over 300 companies submitted more than 400 nominations to the 2016 Awards, and a panel of judges made up of the top names in the industry determined the winners. The winners were announced at a gala reception on September 29 at the Mandarin Oriental Hotel in New York City.

“These awards are recognition from the industry that our contributions to help clients meet their evergrowing needs are having a positive impact,” said Craig Wietz, First Rate President. “Clients look to First Rate to provide the solutions and services that are going to make them successful. Their success helps us to achieve our objectives, which then allows us to give back to our communities to improve our world.  We are attuned to the big picture. I am especially proud of the fact that these categories acknowledge the input of all team members within the company.”

“The Industry Award program is the first of its kind to recognize excellence among wealth management firms and vendors serving the financial advisor community,” said David Armstrong, editor-in-chief and awards program chair. “It is a prestigious award that recognizes outstanding achievement, innovation, and leadership for firms in the wealth management industry.”

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions create transparency and help end investors better understand their financial world. First Rate’s ExecView solution, our Award winning tool in compliance, helps automate portfolio oversight and management for wealth management firms. ExecView provides data mining and surveillance across large sets accounts to identify various outliers and exceptions for returns, risk, and asset allocation.  This is extremely important in alerting executives and management to the ever-changing requirements for due diligence in an automated fashion, which reduces errors inherent in manual systems.

Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. Our First Rate Living values (Love, Give, Serve and Enjoy) show that First Rate is committed to our clients, our team members, and our community to make a positive impact on the world around us. Because of our First Rate Living values and impact, we were named the award winner for Corporate Responsibility at the Industry Awards.

Contact First Rate today to learn more about our full suite of solutions and these prestigious awards. For more information about First Rate, please visit


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