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.

Recent Posts
Contact Us

Send us a message and somebody will respond to you promptly!

Start typing and press Enter to search