Peer Group Comparison: The What, The How, The Why Now?

                 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 [...]

Alternative Assets & Performance

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 [...]

How to Sell New Clients Using Data to Tell a Different Story

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 [...]

Why Relationships Still Matter in a Digital Self-Service World

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 [...]

Measuring Advisor Performance Versus Investment Performance

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 [...]

Is Measuring Advisor Results Really that Important?

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 [...]

Managing Skewness, the Hidden Risk in your Portfolio

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 [...]

FIRST RATE ANNOUNCES AGREEMENT WITH WILSHIRE ANALYTICS TO EXTEND WILSHIRE TUCS® PEER GROUP REPORTING TO WEALTH MANAGERS

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 [...]

FIRST RATE ANNOUNCES PARTNERSHIP WITH CAPITAL MARKET CONSULTANTS TO PROVIDE PERFORMANCE RESULTS THAT MATTER

This unique partnership combines an expert investment research and management firm with an industry-leading performance reporting firm, allowing for an integration of management philosophy and [...]

First Rate Risk Reporting … It Exists!

Is your 5% return for the past 3 years the same as your neighbor’s 5% return?  At first glance, you might say yes. However, the amount of risk an investor takes is a key component in [...]

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