First Rate Responds to CVE-2021-44228 (Log4j)
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 [...]
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 [...]
First Rate Shark Tank: A Think Tank Designed to Drive Innovation, Passion, and Collaboration
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 First Rate is Solving ESG Challenges with New Data Integration Partnerships
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 [...]
First Rate Responds to SolarWinds Compromise
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 First Rate Expressed Love, Give, Serve, and Enjoy in 2020
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 [...]
Capture Clients’ Total Wealth Picture with First Rate’s Data Aggregation Solution
Patrick Flaherty( Director - CORE Product Owner & General Manager - Fee Manager )Patrick Flaherty, CIPM, is the Product Owner for CORE Performance and Integrations as well as the GM of Fee [...]
3 Reasons Your Firm Should Upgrade to the Latest Release
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 [...]
5 Ways First Rate Has Continued to Evolve and Expand Despite 2020
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 [...]
Top 3 Custom Upgrades to Distinguish Your Firm in 2021
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 [...]
