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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 [...]

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 [...]

First Rate meets rigorous international standards for implementing a framework to manage security programs and mitigate information security-related risks for customers.  Arlington, TX – [...]

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 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 [...]

As the financial sector evolves amid market shifts and regulatory changes, technology is a must-have for wealth management firms. Financial technology enables advisors to stay connected to [...]

You’ve chosen First Rate as your performance vendor… now what? Implementation jitters are common, as a daunting task and looming uncertainty stand between today and the first day of the new [...]

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 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 [...]

Bo McWilliams( CTO )Hugh (Bo) McWilliams, Chief Technology Officer, and is responsible for leading the strategy and development of First Rate products and customized solutions. [...]