5 Tips to Elevate Your Firm with Automated Billing

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 [...]

First Rate Enhances Fee Manager Cloud-Based Billing System for Wealth Managers

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 [...]

Fee Manager 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 [...]