Webinar – 20/20 Vision: A Look Into GIPS 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 [...]

Webinar – First Rate & ACA Compliance Group: A Bank’s Compass on the Road for GIPS Compliance

Craig Apfel( Account Executive, Business Development )Craig M. Apfel, CIPM, Account Executive – Business Development, has been with First Rate since 2015. You can connect with Craig via [...]

Calculating the Real Cost of Tech Ownership

As the financial sector evolves amid market shifts and regulatory changes, technology is a must-have for wealth management firms. Financial technology enables advisors to stay connected to [...]

Alleviating Implementation Jitters and Individualizing Your Investment Story

You’ve chosen First Rate as your performance vendor… now what? Implementation jitters are common, as a daunting task and looming uncertainty stand between today and the first day of the new [...]

Wealth Stewardship and the Fiduciary Standard

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 @MarshallCSmith, or connect [...]

Why Multiple Systems are Killing Your DOL Compliance

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 [...]

Two Things First Rate Does to Make Your Integration Easy and Secure

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Staffing Options to Solve the DOL Compliance Challenge

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 [...]

Integration and Security Concerns

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

How to Use Tech to Comply with DOL

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 [...]

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