First Rate
  • Solutions
    • Data Aggregation
    • Investment Performance
    • Reporting
    • Insights
  • Markets
    • Wealth
    • Community Trust
    • Alternative Asset Management
    • Family Office
    • Institutional
    • First Rate Ventures
  • Resources
    • Blogs
    • White Papers
    • News
    • Infographics
    • Videos
  • About Us
    • Our Story
    • Our History
    • By the Numbers
    • Meet Our Team
    • Join Our Team
  • Request a Demo
Wealth Management Solutions and Services Provider Wealth Management Solutions and Services Provider Wealth Management Solutions and Services Provider
  • Solutions
    • Data Aggregation
    • Investment Performance
    • Reporting
    • Insights
  • Markets
    • Wealth
    • Community Trust
    • Alternative Asset Management
    • Family Office
    • Institutional
    • First Rate Ventures
  • Resources
    • Blogs
    • White Papers
    • News
    • Infographics
    • Videos
  • About Us
    • Our Story
    • Our History
    • By the Numbers
    • Meet Our Team
    • Join Our Team
  • Request a Demo

Archives

Monthly Archive for: "April, 2020"
Home » Archives for April 2020
 Things Change and So Does Security: 4 Areas to Invest in Protecting Your Firm from A Security Breach During COVID-19
By Jay Anthony
In Blog
Posted April 23, 2020

Things Change and So Does Security: 4 Areas to Invest in Protecting Your Firm from A Security Breach During COVID-19

Jay Anthony( Chief Compliance Officer )Audit Liaison provides audit preparedness and support services for SSAE 18 – SOC 1 & SOC 2 audits, ISO 27001 audits, PCI DSS audits, FISMA-FedRAMP [...]

READ MORE
 First Rate ‘Pays It Forward’ to Fight the Effects of COVID-19
By Blake Miller
In Blog, Blog - First Rate Footsteps
Posted April 23, 2020

First Rate ‘Pays It Forward’ to Fight the Effects of COVID-19

Blake Miller( Corporate Chaplain )Blake joined First Rate in 2018 as our Corporate Chaplain.Blake joined First Rate in 2018 as our Corporate Chaplain. www.staging-firstratesite.kinsta.cloud

READ MORE
 The Fintech Unicorn Reimagined: When Disruptors Become Desperate Who Will Survive?
By Terry Gaines
In Blog
Posted April 23, 2020

The Fintech Unicorn Reimagined: When Disruptors Become Desperate Who Will Survive?

Terry Gaines( Managing Director - Manager, Business Development )Terry Gaines joined First Rate in 2000. He works closely with customers and other experts in the industry to anticipate the needs [...]

READ MORE
 New Gen Seems ‘Right at Home’ when Working From Home
By Rob Bethmann
In Blog
Posted April 2, 2020

New Gen Seems ‘Right at Home’ when Working From Home

Rob Bethmann( General Manager, Service Bureau )Rob Bethmann joined First Rate as the firm’s 10th employee in 1998. He has served in multiple business units in the company and currently serves as [...]

READ MORE
 Will Your Fintech Survive: The Emergence of The True Fintech Unicorns
By Marshall Smith
In Blog
Posted April 2, 2020

Will Your Fintech Survive: The Emergence of The True Fintech Unicorns

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. [...]

READ MORE
 5 Ways An Extrovert Has Thrived While Working From Home
By Kate Baird
In Blog
Posted April 1, 2020

5 Ways An Extrovert Has Thrived While Working From Home

Kate Baird( General Manager, Service Bureau )Kate Baird, General Manager of Service Bureau, has been with First Rate since 1994. Baird is responsible for developing the [...]

READ MORE
Tags
ai APIs artificial intellgience Back Office Client Relationships Client Reporting Company Culture Compliance Consulting CRM Custom Solutions Data Aggregation Data Analytics Data Integration esg ExecView Fee Management fintech First Rate Product Releases Goal Based Implementation Innovation Insights Investment Reporting Oversight Management Partnership Integrations Performance Security Wealth Management Wealth Stewardship wealthtech
Choose one
Twitter Feed
  • 55 years ago
First Rate
  • Markets
  • Resources
  • IPAAS
  • RAAS
  • IAAS
  • DAAS
  • First Rate Ventures
Company
  • About Us
  • Contact Us
  • First Rate Footsteps

Privacy
  • Privacy Policy

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
First Rate
First Rate, Inc. Copyright All Rights Reserved © 2020


Start typing and press Enter to search