10 Steps to Vet a New Tech Provider

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

3 Ways to Streamline Your Back Office

First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

Light at the End of the … Conversion!

We know it and you know it … software conversions are painful. We often hear prospects tempering their enthusiasm for moving to a new system with their fear of the painful process of [...]

The Art of Data

In my experience, downstream external systems–like a performance system–often reveal issues in the accounting data that standard accounting audits don’t catch. Asset setup errors, [...]

Right-Sizing Service

Consumers want a choice in the services they receive when flying.  The airlines have realized that they can fill their planes with happy customers who pay for the services they value.  For years [...]

Above and Beyond – First Rate’s Superior Support Model

  One of my favorite aspects of serving in my role as General Manager in Service Bureau is the time I get to spend with clients and prospects in their offices.  I learn the most about the [...]