Webinar – First Rate ExecView

Debra Detweiler( Product Manager, Products – Reporting & Analytics )Debra L. Detweiler, Product Manager – Reporting & Analytics, has been with First Rate since 2017. You can connect [...]

Alternative Assets & Performance

The use of alternative assets in client investments has grown substantially in the past decade.  The uniqueness of these assets presents several challenges to firms trying to measure and report [...]

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 [...]

Webinar – First Rate and Wealth Access Partnership

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 [...]

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 [...]

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 [...]

Webinar – Institutional Reports

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 [...]

How to Sell New Clients Using Data to Tell a Different Story

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 [...]

Tell the Story You Need to Tell with OnPoint Reports

Deborah Repak( Managing Director - First Rate Global )Deborah Repak, Managing Director of First Rate Global, has been part of First Rate since its inception. She initially worked as a part-time [...]