Empirical and First Rate make the case for “PowerBoards”, which are concise, risk-metric dashboards that have been designed for C-Level executives who need powerful insight (not just more data) to manage their firm on a forward-looking basis.

In this white paper, you’ll find:

• 10 most important distinctions needed to build a PowerBoard

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.