Why Relationships Still Matter in a Digital Self-Service World

 Digital self-service technology is here to stay. Today, nearly everyone uses technology to track their finances, and many also use automated wealth management tools to invest. Today’s [...]

Wealth Stewardship and the Fiduciary Standard

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @1stRateMarshall, or connect [...]

Spend More Time with Clients

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

The Three Ways CORE Enables Client Engagement

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Retention is All About Relationship: How to Lock Arms with Clients

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 [...]

The Link Between Engagement and Goal-Based Reporting

Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]

Transitioning Wealth: What it is and Why it Matters for Retention

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 [...]

Why Relationships Still Matter in a Digital Self-Service World

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 [...]

The First Step Toward Becoming a Wealth Steward

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @1stRateMarshall, or connect [...]

What Does Being a Wealth Steward Look Like?

Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @1stRateMarshall, or connect [...]

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