Webinar – First Rate + BITA Risk: Calculated Risk

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 [...]

Webinar – 20/20 Vision: A Look Into GIPS 2020

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 and BITA Risk Partner to Offer Integrated Wealth Management Solution

The partnership focuses on providing best-of-breed performance, risk and portfolio analysis, and portfolio modeling tools to firms worldwide. First Rate a leading provider of wealth management [...]

Webinar – First Rate & ACA Compliance Group: A Bank’s Compass on the Road for GIPS Compliance

Craig Apfel( Account Executive, Business Development )Craig M. Apfel, CIPM, Account Executive – Business Development, has been with First Rate since 2015. You can connect with Craig via [...]

Webinar – First Rate and Wealth Access Partnership

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 [...]

Xtiva & First Rate Announce Alliance to Support Wealth Management Firm Growth

Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases New York, NY – July [...]

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 WEALTH ACCESS TO PROVIDE WEALTH MANAGEMENT FIRMS WITH AN ENHANCED DIGITAL PRESENCE

This unique partnership combines the industry’s largest independent personal financial management and account aggregation platform with an industry–leading wealth management solutions [...]

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 [...]

Grendel and First Rate Streamline Investment Advisors Workflow with Integrated CRM Performance Dashboard

West Chester, PA and Arlington, TX. February 12, 2015. Grendel, a leading purpose-built CRM for financial advisors, and First Rate, a leading provider of performance measurement and client [...]

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