April 2019 - First Rate

Posted April 18, 2019

Webinar – Bon Voyage: Navigating First Rate’s 6.4.0 Release Enhancements & Upgrades

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 [...]

The 10 Year Transformation: Building Business Development by Embracing Business as a Mission

Brian Puerschner( Account Manager, Business Development )Brian Puerschner, Account Manager with the Business Development team, joined First Rate in 2008. Puerschner initially served as the [...]

Top 5 Reasons to Use First Rate as a Trust Desk Client

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 [...]

Webinar – Bon Voyage: Navigating First Rate’s 6.4.0 Release Enhancements & Upgrades

The 10 Year Transformation: Building Business Development by Embracing Business as a Mission

Top 5 Reasons to Use First Rate as a Trust Desk Client

OFFICES

Arlington

1903 Ascension Blvd.,

Arlington, Tx 76006

Birmingham

406a Birmingham Rd,

Sutton Coldfield, Birmingham

United Kingdom, B72 1YJ

Hyderabad

Sarath Complex D.No.9-1-77, 2nd Floor

Sarojini Devi Road Secunderabad

Hyderabad, 500003

Pune

303-A, Viva Hallmark

Opp. Suryadatta College Bavhdan

Pune, 411021

Singapore, Singapore

10 Anson Road

#22-02 International Plaza

Singapore, 079903

Kabul