First Rate Announces Investment in New Innovation Lab for Enhanced Solutions Strategy and Development

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 [...]

First Rate Launches New AI-Driven Innovations and Enhanced Data Aggregation Capabilities

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 [...]

Technology as it Should Be: Wealth Management Innovation from AI-Driven Technology

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 [...]

Capture Clients’ Total Wealth Picture with First Rate’s Data Aggregation Solution

Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]

Top 5 Reasons to Use First Rate as a Trust Desk Client

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 [...]

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 [...]

Tell the Story You Need to Tell with OnPoint Reports

Deborah Repak( Managing Director - First Rate Global )Deborah Repak, Managing Director of First Rate Global, has been part of First Rate since its inception. She initially worked as a part-time [...]