3 Things Your Firm Needs to Know About ESG Investing
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 [...]
How Investor Passions and Purpose are Reshaping Wealth Management
Marshall Smith( EVP, Services )Marshall Smith CIPM, EVP of Services, has been with First Rate since 2006. You can follow Marshall on Twitter @MarshallCSmith, or connect via LinkedIn. [...]
First Rate is Full of Holiday Cheer with a Mission to Love, Give, Serve, & Enjoy
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 [...]
FIRST RATE ACHIEVES ISO 27001 SECURITY CERTIFICATION 2019
First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security-related risks for customers. Arlington, TX – [...]
