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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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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 [...]

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

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 [...]

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 [...]