Douglas TengdinA Wealth Management professional with over 30 years of experience leading investment teams and managing individual and institutional accounts with multi asset-class exposure in [...]
Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]
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 [...]
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 [...]
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 [...]
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 [...]
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, [...]
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 [...]
