Webinar: Fireside Chat with Products

Join First Rate as we unveil our Strategic Roadmap and new and oh-so-improved OnPoint reporting solution! 

Some highlights include:

  • New design options for existing images – branding, color, and font to better align your investment story.
  • Complete overhaul of our sub-report images to offer more flexibility in the types of graphs and data you want your investors to see.
  • Enhanced and flexible theme options with three new previews of what’s available to you.

Last but not least, Product Manager Patrick Flahert discussed “Top Trends in Wealth Management“, regarding:

  • ESG/SRI Investing
  • Fee Compression & Emerging Fee Models
  • Compliance & Oversight
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