The-All-In-One Platform

In 2014, First Rate launched our comprehensive wealth management platform ARKON, allowing single-point access to investors’ information. First Rate also reached the milestones of more than 1 Trillion in AUM supported and more than 1 million portfolios processed.

First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.