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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 [...]

Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]

                 Should I take the toll-way or the highway?               Should I cook with olive oil or butter?               Should I strap my lawn chair to 45 weather balloons to fulfill [...]

The use of alternative assets in client investments has grown substantially in the past decade.  The uniqueness of these assets presents several challenges to firms trying to measure and report [...]

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 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 [...]

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 [...]

High-performing financial advisors who exceed market benchmarks and investment alternatives are highly attractive to new investors. They are adept at using industry insights and assessment tools [...]

Better statistics – disappointing outcomes? You are taking a goals-based approach to managing your clients’ investments: you understand their financial goals, you have planned for the investment [...]

Arlington, TX – May 9, 2017 – First Rate, a leading provider of wealth management solutions, and Wilshire Analytics, the technology foundation of Wilshire Associates (Wilshire®),  today announced [...]