First Rate Announces Newest Member to its Leadership Team
Arlington, TX – September 3, 2014 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced that Patrick Flaherty has been named General Manager of the ARKON Wealth Management Platform. Flaherty is responsible for overseeing the operations of the ARKON business unit including developing and maintaining client and partner relationships. ARKON is a comprehensive and robust wealth management platform enabling wealth managers to master their workflow and optimize client relationships. The solution combines CRM, investment performance measurement, client reporting, fee management and portfolio oversight on a single platform designed to solve for all complexities, inconsistencies, inefficiencies, and gaps in wealth management platforms today.
“Patrick will be a great asset to this team by leading the sales and marketing, as well as operations and the product life cycle,” First Rate President Craig Wietz said. “His background in product development and industry experience bring great value to building the ARKON business.”
Prior to joining the First Rate team, Patrick was the Advisory Product Manager at Wells Fargo Advisors for all internally advised SMA products. While at Wells Fargo Advisors, Flaherty also contributed to strategic and design leadership for the firm’s client reporting platforms. Flaherty comes to First Rate with a wealth of knowledge from previous roles in manager search software at Informa Investment Solutions, as an SMA trader and Portfolio Administrator at Thompson, Siegel & Walmsley, as well as front office experience at Legg Mason Wood Walker.
“We are very excited to have Patrick here to grow our ARKON client base and also support the existing clients,” Wietz said. “Patrick is a great leader for this business line and we are thrilled to have him contributing to this great product and First Rate.”
Contact First Rate today to see how ARKON can streamline your wealth management efforts, deepen your advisor relationships with individual investors and enhance your profitability for financial institutions. For more information about Patrick Flaherty, please visit www.staging-firstratesite.kinsta.cloud.
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.
