First Rate
  • Solutions
    • Data Aggregation
    • Investment Performance
    • Reporting
    • Insights
  • Markets
    • Wealth
    • Trust
    • Community Trust
    • Alternative Asset Management
    • Institutional
    • Family Office
    • Broker Dealer
    • First Rate Ventures
  • Resources
    • Blogs
    • White Papers
    • News
    • Infographics
    • Videos
  • About Us
    • Our Story
    • Our History
    • By the Numbers
    • Meet Our Team
    • Join Our Team
  • CONTACT US
Wealth Management Solutions and Services Provider Wealth Management Solutions and Services Provider Wealth Management Solutions and Services Provider
  • Solutions
    • Data Aggregation
    • Investment Performance
    • Reporting
    • Insights
  • Markets
    • Wealth
    • Trust
    • Community Trust
    • Alternative Asset Management
    • Institutional
    • Family Office
    • Broker Dealer
    • First Rate Ventures
  • Resources
    • Blogs
    • White Papers
    • News
    • Infographics
    • Videos
  • About Us
    • Our Story
    • Our History
    • By the Numbers
    • Meet Our Team
    • Join Our Team
  • CONTACT US

Archives

Tag Archives for: "ExecView"
Home » ExecView
 Three Ways Chief Investment Officers Are in the Dark
By Marshall Smith
In Blog
Posted August 3, 2018

Three Ways Chief Investment Officers Are in the Dark

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.  [...]

READ MORE
By Deborah Repak
In Blog
Posted November 29, 2016

The right place at the right time…the power of vision, technology and collaboration

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 [...]

READ MORE
 What Does Wealth Stewardship Really Look Like?
By Marshall Smith
In Blog
Posted October 25, 2016

What Does Wealth Stewardship Really Look Like?

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 [...]

READ MORE
 REMEMBER TO VOTE: The value of advice versus the value of activity
By Patrick Flaherty
In Blog
Posted October 25, 2016

REMEMBER TO VOTE: The value of advice versus the value of activity

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 [...]

READ MORE
 The DOL Proposal – What Does It Mean For You?
By Patrick Flaherty
In Blog
Posted April 11, 2016

The DOL Proposal – What Does It Mean For You?

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 [...]

READ MORE
 Portfolio Oversight, Golden Insights: Drilling Down on Oversight to Discover Big Data Trends
By First Rate
In White Paper
Posted December 22, 2015

Portfolio Oversight, Golden Insights: Drilling Down on Oversight to Discover Big Data Trends

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

READ MORE
 First Rate Automates Portfolio Oversight and Compliance for Wealth Management Firms with ExecView
By First Rate
In News
Posted November 10, 2015

First Rate Automates Portfolio Oversight and Compliance for Wealth Management Firms with ExecView

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 [...]

READ MORE
First Rate
  • Markets
  • Resources
  • IPAAS
  • RAAS
  • IAAS
  • DAAS
  • First Rate Ventures
Company
  • About Us
  • Contact Us
  • First Rate Footsteps
Privacy
  • Privacy Policy
OFFICES
Arlington
1903 Ascension Blvd.,
Arlington, Tx 76006
Birmingham
406a Birmingham Rd,
Sutton Coldfield, Birmingham
United Kingdom, B72 1YJ
Hyderabad
Sarath Complex D.No.9-1-77, 2nd Floor
Sarojini Devi Road Secunderabad
Hyderabad, 500003
Pune
303-A, Viva Hallmark
Opp. Suryadatta College Bavhdan
Pune, 411021
Singapore, Singapore
10 Anson Road
#22-02 International Plaza
Singapore, 079903
Santiago
Andrés de Fuenzalida 69
Of. 302, Providencia
Santiago, Chile
Kabul
First Rate
First Rate, Inc. Copyright All Rights Reserved © 2020


Start typing and press Enter to search