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In a rapidly changing wealth management landscape, more portfolios, managers, and regulations increase the importance of optimizing performance, providing due diligence and retaining clients. [...]

At First Rate we have a unique vantage point while scanning the investment landscape. First Rate develops and supports tools that help investment professionals communicate results to their end [...]

Attribution Decomposed: Attribution is one of many hot topics going around the wealth management industry today. Known as a set of techniques to explain why a portfolio’s performance [...]