First Rate: The New Hall of Famer

Julie Windom( Digital Marketing Associate )Julie Windom, Marketing’s Digital Media Associate, joined the First Rate team in 2017. In her current role, Windom develops creative and dynamic [...]

First Rate Adopts a Stewardship Culture, Too

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 [...]

FIRST RATE WINS TWO WEALTHMANAGEMENT.COM 2016 INDUSTRY AWARDS

Arlington, TX  – First Rate, a leading provider of wealth management solutions, today announced it was named 2016 Industry Awards winner in the “Technology – Compliance” and the “Technology – [...]

FIRST RATE ANNOUNCES THE OPENING OF A NEW OFFICE IN HONG KONG

First Rate’s Hong Kong office will bring the Asia-Pacific region a holistic web-based console designed to meet the complex, evolving investment measurement and client reporting needs of today’s [...]

What You Put In Is What You Get Out

“Never judge a book by its cover.” This statement has been used for many years to remind people not to judge a person, an event, a situation, or a book by its outward appearance. It may be [...]

Transforming Lives in India

In 2013, Marshall Smith and Bo McWilliams had a vision to develop First Rate’s first office in Hyderabad, India. With the help of Praveen Pagadala and Rob Bethmann, this vision became a reality [...]

24th Anniversary

We celebrate our company anniversary on July 15th because that’s the date Texas recognized First Rate, Inc. as a company in 1991. However, in my mind, the beginning of First Rate goes back [...]

How Summer Vacations Are Related to the First Rate Experience

At this time of year, summer vacations are very prevalent. Either you are planning one or Volkswagen-station-wagon-ad-cropped maybe you’re on it right now. I remember many summer vacations as a [...]

Building a Learning Organization – Part 3

The last part of our Building a Learning Organization series – start with Part 1 and Part 2 to get caught up!   Innovating Firm-wide The word innovation has a negative connotation in many [...]

Building a Learning Organization – Part 2

Continuing our Building a Learning Organization series, we look at Empowering Teams in Part 2. If you missed Part 1, visit here to catch up! Empowering Teams Empowered teams are about getting the [...]

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