White Paper Summary: A Practical Approach to ESG Management

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 [...]

Three Things Your Firm Needs to Know About ESG Investing

Douglas TengdinA Wealth Management professional with over 30 years of experience leading investment teams and managing individual and institutional accounts with multi asset-class exposure in [...]

How Investor Passions and Purpose are Reshaping Wealth Management

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

Was it Worth the Risk? Shouldn’t We Evaluate the Rewards of our Risk.. Even in the Good Times?

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Money-Weighted Returns – It’s Not Just for Private Equities

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Is Ongoing Goal Progress Reporting Dead in the Trust Space? It’s Not Until the Investor Is.

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

Top 5 Reasons to Use First Rate as a Trust Desk Client

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 [...]

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, [...]