4 Best Practices for API Implementation

“The concept of an API pre-dates the advent of personal computing, let alone the web, by a very long time.” – Martin Bartlett, Programmer Back in February 2000, Salesforce.com became the [...]

5 Reasons to Consult With Your Technology Partner Prior to Integration

Sabine Adams( General Manager, Professional Services )Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the [...]

5 Reasons Partnering with a Trusted Provider Can Enhance Your Business

Sabine Adams( General Manager, Professional Services )Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the [...]

Embracing Change for Ongoing Success

From Luxury to Necessity The new iPhones are out. Do you have one yet? If so, chances are you belong to a small group of consumers that thrive on adopting the latest technology as soon as it’s [...]

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 [...]

5 Ways Collaborative Solutions Can Help You

Choose a vendor that operates with a collaborative solution development mindset. As a dynamic firm aiming to achieve your goals and those of your diverse clientele, it can become a challenging [...]

OnPoint Reports: Tell the Right Story

The Fiduciary Standard states that wealth managers should always act in the best interests of their clients and do everything they can to have positive and accurate communications. One of the [...]