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, Chief Product Officer Marshall Smith will also join us to review “Top Trends in Wealth Management“, regarding:

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

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