Archives

Chief Investment Officers (CIOs) at Wealth Management firms have a hard job, whether it’s keeping an eye on the economy, overseeing investments, or managing a team of front office professionals.  [...]

If you build it they will come. Sometimes the key to solving your clients’ problems is the resource most available to you – you just have to see it. That’s how First Rate’s ExecView was conceived [...]

The difference between a wealth manager and a wealth steward might sound to some people like nothing more than a semantic word choice. But here at First Rate, we take the idea of stewardship [...]

Maybe through all the Presidential election coverage you missed Merrill Lynch’s most recent announcement. As of next April 10, Merrill Lynch will no longer accept new, transaction compensated [...]

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 [...]

In a rapidly changing wealth management landscape, more portfolios, managers, and regulations increase the importance of optimizing performance, providing due diligence and retaining clients. [...]

ExecView provides data mining and surveillance across large sets of accounts to identify various outliers and exceptions for those who have oversight responsibilities. ExecView facilitates the [...]