First Rate
  • Solutions
    • Data Aggregation
    • Investment Performance
    • Reporting
    • Insights
  • Markets
    • Wealth
    • Trust
    • Community Trust
    • Alternative Asset Management
    • Institutional
    • Family Office
    • Broker Dealer
    • First Rate Ventures
  • Resources
    • Blogs
    • White Papers
    • News
    • Infographics
    • Videos
  • About Us
    • Our Story
    • Our History
    • By the Numbers
    • Meet Our Team
    • Join Our Team
  • WealthTech Connect
  • CONTACT US
Wealth Management Solutions and Services Provider Wealth Management Solutions and Services Provider Wealth Management Solutions and Services Provider
  • Solutions
    • Data Aggregation
    • Investment Performance
    • Reporting
    • Insights
  • Markets
    • Wealth
    • Trust
    • Community Trust
    • Alternative Asset Management
    • Institutional
    • Family Office
    • Broker Dealer
    • First Rate Ventures
  • Resources
    • Blogs
    • White Papers
    • News
    • Infographics
    • Videos
  • About Us
    • Our Story
    • Our History
    • By the Numbers
    • Meet Our Team
    • Join Our Team
  • WealthTech Connect
  • CONTACT US

Archives

Tag Archives for: "Company Culture"
Home » Company Culture
 Enhancing Financial Inclusion: How a SaaS KYC Due Diligence Firm Builds Data-Driven Relationships Across Borders
By Marshall Smith
In Blog, Ventures
Posted May 10, 2023

Enhancing Financial Inclusion: How a SaaS KYC Due Diligence Firm Builds Data-Driven Relationships Across Borders

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. [...]

READ MORE
 From Local to Global: How First Rate Is Changing the Game with Its Mission-Driven Approach
By Marshall Smith
In Blog, Ventures
Posted April 12, 2023

From Local to Global: How First Rate Is Changing the Game with Its Mission-Driven Approach

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. [...]

READ MORE
 QA: Inside the Day & Life of the First Rate Wealth Managing Director
By First Rate
In Blog
Posted January 10, 2023

QA: Inside the Day & Life of the First Rate Wealth Managing Director

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 [...]

READ MORE
 Q&A With First Rate CTO of the Year Finalist
By First Rate
In Blog
Posted August 9, 2021

Q&A With First Rate CTO of the Year Finalist

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 [...]

READ MORE
 30 Years of First Rate Living in God’s Company
By David Stone
In Blog
Posted August 2, 2021

30 Years of First Rate Living in God’s Company

David Stone( Chief Executive Officer & Founder )David A. Stone is the founder and CEO and Founder of First Rate. Stone acts as the visionary for the firm, providing direction for product [...]

READ MORE
 Segmenter Vs Integrator: How were we affected by the Pandemic?
By Grayson Greer
In Blog
Posted August 2, 2021

Segmenter Vs Integrator: How were we affected by the Pandemic?

Grayson Greer( Investment Performance Auditor )Grayson is an Account Executive at First Rate with a demonstrated history of working across cultures and managing offshore teams. A champion of [...]

READ MORE
 More Than Just a Job: First Rate Account Executive Lives His Passion for Business in Singapore
By John Choi
In Blog, Blog - First Rate Footsteps
Posted May 24, 2021

More Than Just a Job: First Rate Account Executive Lives His Passion for Business in Singapore

John Choi( First Rate Singapore, Global Account Executive )John Choi is responsible for establishing the Asia-Pacific strategic direction of First Rate’s global expansion in Singapore. He drives [...]

READ MORE
 Be Kind, Be Thankful: First Rate Living Manager’s Campaign to Reflect and Empower
By Kathryn Stone
In Blog, Blog - First Rate Footsteps
Posted December 18, 2020

Be Kind, Be Thankful: First Rate Living Manager’s Campaign to Reflect and Empower

Kathryn Stone( First Rate Living Manager )Kathryn Stone has been with First Rate since 2016 serving as the First Rate Living Manager. In her current role, she provides strategic direction and [...]

READ MORE
 How First Rate Expressed Love, Give, Serve, and Enjoy in 2020
By First Rate
In First Rate Clients
Posted December 18, 2020

How First Rate Expressed Love, Give, Serve, and Enjoy in 2020

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 [...]

READ MORE
 A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)
By First Rate
In Blog, Blog - First Rate Footsteps
Posted October 23, 2020

A Generational Passion for Community Action: Q&A with Impassioned Volunteer of Christian Community Action (CCA)

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 [...]

READ MORE
1 2 3 4 5 6 7
page 1 of 7
Tags
Acquisition ai APIs artificial intellgience Back Office Client Relationships Client Reporting Company Culture Compliance Consulting CRM Custom Solutions data Data Aggregation Data Analytics Data Integration esg ExecView faith-based investing Fee Management fintech First Rate Product Releases Global Goal Based Innovation Insights investment performance Investment Reporting investtech machine learning machinelearning mortgagetech ngl Oversight Management Partnership Integrations Performance redemptive capital relationships Security venture capital wealt wealth Wealth Management Wealth Stewardship wealthtech
Choose one
Twitter Feed
  • 53 years ago
First Rate
  • Markets
  • Resources
  • IPAAS
  • RAAS
  • IAAS
  • DAAS
  • First Rate Ventures
Company
  • About Us
  • Contact Us
  • First Rate Footsteps
Privacy
  • Privacy Policy
OFFICES
Arlington
1903 Ascension Blvd.,
Arlington, Tx 76006
Birmingham
406a Birmingham Rd,
Sutton Coldfield, Birmingham
United Kingdom, B72 1YJ
Hyderabad
Sarath Complex D.No.9-1-77, 2nd Floor
Sarojini Devi Road Secunderabad
Hyderabad, 500003
Pune
303-A, Viva Hallmark
Opp. Suryadatta College Bavhdan
Pune, 411021
Singapore
10 Anson Road
#22-02 International Plaza
Singapore, 079903
Santiago
Andrés de Fuenzalida 69
Of. 302, Providencia
Santiago, Chile
Kabul
First Rate
First Rate, Inc. Copyright All Rights Reserved © 2020


Start typing and press Enter to search