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 [...]
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( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]
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 [...]
Siloed Data
Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]
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 [...]
