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 [...]