5 Challenges Resolved by Consolidating Data for DOL Compliance

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 [...]

Xtiva & First Rate Announce Alliance to Support Wealth Management Firm Growth

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 [...]

Crystal Ball Gazing: FinTech Predictions for 2017

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 [...]

Client One Securities Chooses First Rate to Launch All-in-One Wealth Management Solution

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 [...]

TD Ameritrade LINC 2015 Conference Wrap Up

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 [...]

Grendel and First Rate Streamline Investment Advisors Workflow with Integrated CRM Performance Dashboard

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 [...]

First Rate and Grendel Partner to Transform The Way Wealth Managers Run Their Business

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, [...]

Not Your Father’s CRM

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 [...]

First Rate Announces Newest Member to its Leadership Team

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 [...]

Sendero Wealth Management Chooses ARKON for an Integrated and Efficient Wealth Management Platform

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, [...]

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