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The best wealth manager-client relationships are built on trust. A successful trusting relationship requires a deep understanding of the client’s goals for his or her investment activity. When [...]

In the financial industry, data security is paramount. Recent compliance guidelines have identified Encrypted Data at Rest (EDR) as an industry best practice for hosted applications.  The [...]

Synergy, Integration, Dashboard, Millennials, Bandwidth, Scalability… and now introducing… (drumroll please)… “APIs”. Indeed, no current list of buzzwords is complete without the most important [...]

  First RateFirst Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute [...]

High-performing financial advisors who exceed market benchmarks and investment alternatives are highly attractive to new investors. They are adept at using industry insights and assessment tools [...]

Better statistics – disappointing outcomes? You are taking a goals-based approach to managing your clients’ investments: you understand their financial goals, you have planned for the investment [...]

To comply with DOL regulations, many firms are simply adding all their new brokerage accounts to their managed account platforms. This approach seems to be a straightforward solution to ensuring [...]