RETAIL

Proactive and Intelligent Wealth Management

FEATURES & CAPABILITIES

Eliminate Manual Processes

Eliminate Manual Processes

Say goodbye to the Stone Age. Utilizing First Rate’s automated solutions is the first step in giving your clients a more intelligent and sophisticated experience, and an even bigger step in client retention.

Make Better Decisions

Make Better Decisions

Better information = better decision making. With so many tools at your fingertips to plan and guide your clients in the right direction, wealth management will feel like second nature.

Create a Tailored Experience

Create a Tailored Experience

Your clients are diverse; their investment reports should be also. Embracing innovative tools gives a clearer insight into client investments and allows for a personalized and tailor-made experience, empowering each client to reach their goals at an accelerated pace. 

Enhanced Compliance and Security

Enhanced Compliance and Security

Compliance doesn’t have to be a burden. First Rate’ suite of solutions provides the necessary tools to streamline all processes and procedures in order to meet regulatory standards.

PARTNERSHIPS

First Rate’s alliances are a critical component of our growth and success. To fulfill our brand promise of being at the forefront of positive change, First Rate looks to form strategic alliances with industry-leading companies to deliver the best solutions for the industries we serve.

Contact us today to upgrade your investment management platform.

Contact Us

Send us a message and somebody will respond to you promptly!

Start typing and press Enter to search