ExecView to the Rescue
In 2016, First Rate united our foundational solutions (Advisor, Professional, and Express) into a consolidated tool called ExecView which provides single-sign-on access, end-user experience, and a customized view for firms into the information necessary to meet client needs. ExecView and Goal-Based reporting tools now round out the First Rate wealth management arsenal.
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.