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Monthly Archive for: "June, 2021"
Home » Archives for June 2021
 Solution Enhancements Designed to Save Time and Enhance Efficiency
By Debra Detweiler
In First Rate Clients
Posted June 28, 2021

Solution Enhancements Designed to Save Time and Enhance Efficiency

Debra Detweiler( General Manager, Solutions - Performance, and Integrations )Debra L. Detweiler, General Manager, Solutions – Performance, and Integrations, has been with First Rate since [...]

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 First Rate Named Finalist in Five Categories in the 2021 WealthManagement.com “Wealthies” Industry Awards
By First Rate
In News
Posted June 16, 2021

First Rate Named Finalist in Five Categories in the 2021 WealthManagement.com “Wealthies” Industry Awards

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 [...]

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 Investment Performance Measurement: Build, Buy, or Partner?
By Bennet Hickok
In Blog
Posted June 14, 2021

Investment Performance Measurement: Build, Buy, or Partner?

Bennet Hickok( Solutions Consultant )Bennet has been at First Rate since 2016 and serves as a solutions consultant exploring new strategic partnerships and initiatives. [...]

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 Democratizing ESG Data (and why that’s not easy to do)
By Benjamin Webster
In Blog
Posted June 2, 2021

Democratizing ESG Data (and why that’s not easy to do)

Benjamin Webster( CEO )Ben Webster is the CEO at OWL Analytics, a provider of financial data, research, and indexes whose mission is to make the world a better place by helping clients integrate [...]

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 ESG Investing: The Past, Present, and Future White Paper
By First Rate
In White Paper
Posted June 2, 2021

ESG Investing: The Past, Present, and Future White Paper

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 [...]

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 FIRST RATE POWERS SUSTAINABLE FUND RESEARCH FOR PURPOSE CAPITAL ADVISORS
By First Rate
In News
Posted June 1, 2021

FIRST RATE POWERS SUSTAINABLE FUND RESEARCH FOR PURPOSE CAPITAL ADVISORS

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 [...]

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