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

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( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Integration and Security Concerns

Bo McWilliams( Managing Director - General Manager, Managed Hosting )Hugh (Bo) McWilliams is General Manager of First Rate’s Managed Hosting division, and is responsible for First Rate’s data [...]

Confront Your Firm’s Disaster Recovery & Business Continuity Plans

Business interruption due to natural disasters, infrastructure failure, or human error can happen at any time without warning. It is more important now to ensure your firm is prepared and able to [...]

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 [...]

Hacking Attacks Shift Security Paradigm for Broker-Dealers and RIAs

Officials at the Pentagon and the military community have expressed outrage at the recent hacking of the U.S. government’s Office of Personnel Management (OPM). This cyber-theft, which has been [...]

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