As firms across the country take action to comply with recently enacted Department of Labor (DOL) regulations, consolidating data is a top priority. The latest financial rules, which kicked in [...]
Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases New York, NY – July [...]
In words attributed to Mark Twain and Yogi Berra, “It is dangerous to make forecasts, especially about the future.” However, in an industry as fast-changing as asset management, accurate [...]
April 8, 2015 – First Rate, a leading provider of wealth management and client reporting solutions for the financial services industry, today announced Client One Securities LLC, a full-service [...]
First Rate was well represented at the TD Ameritrade National LINC 2015 conference held in San Diego, CA. The First Rate ARKON wealth management platform was thrilled to be a showcase piece of [...]
West Chester, PA and Arlington, TX. February 12, 2015. Grendel, a leading purpose-built CRM for financial advisors, and First Rate, a leading provider of performance measurement and client [...]
INNOVATIVE COMBINATION OF A PURPOSE-BUILT CRM AND INDUSTRY-LEADING PERFORMANCE REPORTING THAT CREATES AN END-TO-END WEALTH MANAGEMENT PLATFORM. ARLINGTON, TX AND WEST CHESTER, PA. JANUARY 28, [...]
Most financial advisors share similar goals and objectives. Most of these goals center around two purposes: attracting new clients and ensuring that existing clients are happy. More times than [...]
Arlington, TX – September 3, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced that Patrick [...]
Arlington, TX – April 1, 2014 – First Rate, a leading provider of wealth management solutions for the financial services industry, announced today that Sendero, a private wealth management firm, [...]
