Wealth Management Technology Trends in a COVID World

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 [...]

Things Change and So Does Security: 4 Areas to Invest in Protecting Your Firm from A Security Breach During COVID-19

Jay Anthony( Chief Compliance Officer )Audit Liaison provides audit preparedness and support services for SSAE 18 – SOC 1 & SOC 2 audits, ISO 27001 audits, PCI DSS audits, FISMA-FedRAMP [...]

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( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]

Integration and Security Concerns

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, 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( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, 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 [...]

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