3 Reasons Your Firm Should Upgrade to the Latest Release

Rob Bethmann( General Manager, Service Bureau )Rob Bethmann joined First Rate as the firm’s 10th employee in 1998. He has served in multiple business units in the company and currently serves as [...]

Top 3 Custom Upgrades to Distinguish Your Firm in 2021

Brian Puerschner( Account Manager, Business Development )Brian Puerschner, Account Manager with the Business Development team, joined First Rate in 2008. Puerschner initially served as the [...]

First Rate’s Commitment to Innovation

Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]

Wealth Management Technology Trends in a COVID 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 [...]

How Performance Reporting Technology Transforms Client Meetings

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 [...]

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 [...]

3 Things Your Firm Needs to Know About ESG Investing

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 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 [...]