Not Your Ordinary WealthTech Provider
Alex Serman( Managing Director, Wealth )Alex Serman, CIPM, has been with First Rate since 2016 in a number of client-facing roles and is responsible for the strategic direction and growth of the [...]
Breaking the Bias – International Women’s Day 2022
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 LAUNCHES $25M VENTURE CAPITAL FUND
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 [...]
Solution Enhancements Designed to Save Time and Enhance Efficiency
Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]
First Rate Named Finalist in Five Categories in the 2021 WealthManagement.com “Wealthies” Industry Awards
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 [...]
Investment Performance Measurement: Build, Buy, or Partner?
Bennet Hickok( Solutions Consultant )Bennet has been at First Rate since 2016 and serves as a solutions consultant exploring new strategic partnerships and initiatives. www.FirstRate.com
Democratizing ESG Data (and why that’s not easy to do)
Benjamin Webster( CEO )Ben Webster is the CEO at OWL Analytics, a provider of financial data, research, and indexes whose mission is to make the world a better place by helping clients integrate [...]
ESG Investing: The Past, Present, and Future White Paper
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 POWERS SUSTAINABLE FUND RESEARCH FOR PURPOSE CAPITAL ADVISORS
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 [...]
AI Use Cases, Today and Tomorrow (Part II): Rethinking Reporting
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 [...]
