Marshall Smith( Chief Product Officer, Products )Marshall Smith CIPM, Chief Product Officer, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect [...]
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 [...]
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 [...]
