The days of mailing paper invoices to clients and receiving envelopes containing paper checks is a dim memory for most businesses. In this age of electronic transfers and digital currencies, an [...]
Fee Manager enables broker-dealers and RIAs to seamlessly move to an advisory model while providing critical business intelligence on revenue and risk Arlington, TX – May 1, 2018 – First Rate, a [...]
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 [...]
