New Gen Seems ‘Right at Home’ when Working From Home

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 [...]

Will Your Fintech Survive: The Emergence of The True Fintech Unicorns

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. [...]

5 Ways An Extrovert Has Thrived While Working From Home

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 [...]

COVID-19 Letter From First Rate Chief Technology Officer

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Productivity and Parenting: Take Your Time

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 a First Rate India Team Member Created Her Dream Job

Shahanaz Kannemadugu( Analyst )Shahanaz works in our First Rate India office based in Hyderabad, India. Her primary role is a Performance Analyst. She recently passed the CFA Investment [...]

Five Ways to Onboard New Employees During COVID-19

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 [...]

First Rate Celebrates International Women’s Day

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 [...]

An American Pastime Paves the Way in Building a Strong Community

Bernita McWilliams( Accounting Associate )Bernita has worked at First Rate as an Accounting Associate since 2007. https://www.firstrate.com

First Rate is Full of Holiday Cheer with a Mission to Love, Give, Serve, & Enjoy

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 [...]