How Technology is Evolving to Support Wealth Management

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 [...]

Leveraging Technology to Level Up Wealth Management

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 [...]

Wealth Management Technology Trends in a COVID 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 [...]

White Paper Summary: A Practical Approach to ESG Management

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 [...]

How Investor Passions and Purpose are Reshaping Wealth Management

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. [...]

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 [...]

Video – 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 [...]

Video – 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 [...]

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