First Rate Automated Composite Engine

    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 [...]

First Rate History Conversion E-Book

    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 [...]

Webinar – First Rate and Wealth Access Partnership

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 [...]

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 [...]

Two Things First Rate Does to Make Your Integration Easy and Secure

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Data Integration in First Rate CORE: Better Reporting, Increased Client Engagement

Studies show that wealth management clients want more engagement and better reporting from their wealth managers. To those ends, First Rate’s integrated data strategy makes your reports more [...]

5 Reasons You Need Live Test Data and Automated Comparisons

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 [...]

All Integration Methods are Not Created Equal

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Siloed Data

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

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 [...]

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