First Rate Announces Major Investment to its Innovative Reporting Solution, OnPoint

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: OnPoint Reporting – Same Powerful Solution, New & Improved Evolution

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 Announces Integration with HiddenLevers to Provide Wealth Management Firms with Firm-Wide Risk Analytics and Performance

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 [...]

Elevate Your Client Reporting with the First Rate + HiddenLevers Partnership Integration

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 Announces Investment Performance as a Service (IPAAS)

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 Releases 2019 Product Upgrades

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 – Bon Voyage: Navigating First Rate’s 6.4.0 Release Enhancements & Upgrades

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 [...]