FIRST RATE ACHIEVES ISO 27001 SECURITY CERTIFICATION 2019

First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security-related risks for customers.  Arlington, TX – [...]

First Rate Responds to the Capital One Data Breach

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 ACHIEVES ISO 27001 SECURITY CERTIFICATION 2017

First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security-related risks for customers.  Arlington, TX – [...]

Two Things First Rate Does to Make Your Integration Easy and Secure

Bo McWilliams( EVP, Solutions )Hugh (Bo) McWilliams, EVP of Solutions, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Integration and Security Concerns

Bo McWilliams( EVP, Solutions )Hugh (Bo) McWilliams, EVP of Solutions, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Confront Your Firm’s Disaster Recovery & Business Continuity Plans

Bo McWilliams( EVP, Solutions )Hugh (Bo) McWilliams, EVP of Solutions, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Encrypted Data at Rest – A Necessity in a High Security Environment

In the financial industry, data security is paramount. Recent compliance guidelines have identified Encrypted Data at Rest (EDR) as an industry best practice for hosted applications.  The [...]

Integrated Data Access in a High-Security Environment

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 [...]

Is Your Client Data Vulnerable?

Wealth management firms have a deep responsibility to their clients. That responsibility goes far beyond the Fiduciary Standard and engagement on client goals. One of the deepest—and least talked [...]

Is Compartmented Data a Problem in Your Firm?

Software for retrieving data from compartmented data silos to aid in real-time wealth management investment reporting.   Data. It seems that every industry becomes more data-dependent every [...]

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