First Rate Announces Market Centric Alignment

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 Announces Partnership with Opturo

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 Ventures Announces Investment in ICR Partners

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 LAUNCHES $25M VENTURE CAPITAL FUND

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 [...]

Q&A With First Rate CTO of the Year Finalist

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 [...]

30 Years of First Rate Living in God’s Company

David Stone( Chief Executive Officer & Founder )David A. Stone is the founder and CEO and Founder of First Rate. Stone acts as the visionary for the firm, providing direction for product [...]

Segmenter Vs Integrator: How were we affected by the Pandemic?

Grayson Greer( Investment Performance Auditor )Grayson is an Account Executive at First Rate with a demonstrated history of working across cultures and managing offshore teams. A champion of [...]

Solution Enhancements Designed to Save Time and Enhance Efficiency

Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]

First Rate Named Finalist in Five Categories in the 2021 WealthManagement.com “Wealthies” Industry Awards

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 [...]

Investment Performance Measurement: Build, Buy, or Partner?

Bennet Hickok( Solutions Consultant )Bennet has been at First Rate since 2016 and serves as a solutions consultant exploring new strategic partnerships and initiatives. www.FirstRate.com

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