Fireside Chat with First Rate Product Managers
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 [...]
First Rate History Conversion E-Book
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 [...]
Light at the End of the … Conversion!
We know it and you know it … software conversions are painful. We often hear prospects tempering their enthusiasm for moving to a new system with their fear of the painful process of [...]
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 [...]
The Art of Data
In my experience, downstream external systems–like a performance system–often reveal issues in the accounting data that standard accounting audits don’t catch. Asset setup errors, [...]
The Most Effective Way to Stop the Finger-Pointing Game of Dueling Data
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 [...]
An Example of a Goals-Based Conversation
Craig Weitz( President )Craig Wietz, President of First Rate, has been an integral part of the company since 1995. In this role, he oversees all the business lines, the functions that develop and [...]
Webinar – First Rate + Wilshire Analytics
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 [...]
When Your Tech Problem Looks Like a People Problem and What to Do About It
As innovation and regulation continue to transform the financial industry, executives across the U.S. find themselves struggling to resolve new challenges. At first glance, some of these problems [...]