Solution Enhancements Designed to Save Time and Enhance Efficiency

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

First Rate Named Finalist in Five Categories in the 2021 WealthManagement.com “Wealthies” Industry Awards

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 [...]

Investment Performance Measurement: Build, Buy, or Partner?

Bennet Hickok( Solutions Consultant )Bennet has been at First Rate since 2016 and serves as a solutions consultant exploring new strategic partnerships and initiatives. www.FirstRate.com

Democratizing ESG Data (and why that’s not easy to do)

Benjamin Webster( CEO )Ben Webster is the CEO at OWL Analytics, a provider of financial data, research, and indexes whose mission is to make the world a better place by helping clients integrate [...]

FIRST RATE POWERS SUSTAINABLE FUND RESEARCH FOR PURPOSE CAPITAL ADVISORS

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 [...]

AI Use Cases, Today and Tomorrow (Part II): Rethinking Reporting

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 [...]

AI Use Cases, Today and Tomorrow (Part I): Automation for Aggregation

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 [...]

First Rate Acquires Vantage Software to Launch Into the Alternative Investment Space

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 [...]

Four Challenges of ESG Investment Data and How to Solve Them

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 [...]

Innovation Lab Focused on Disruption that Produces Positive Change

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 [...]