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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 [...]

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 [...]

“The concept of an API pre-dates the advent of personal computing, let alone the web, by a very long time.” – Martin Bartlett, Programmer Back in February 2000, Salesforce.com became the [...]

Sabine Adams( General Manager, Professional Services )Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the [...]

Sabine Adams( General Manager, Professional Services )Sabine Adams, Manager of Professional Services, has been with First Rate since 2006. In her role, she leads a team of developers in the [...]

From Luxury to Necessity Are you a technology junkie that runs to stand in line every time there is a new release? If so, chances are you belong to a small group of consumers that thrive on [...]

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 [...]

Choose a vendor that operates with a collaborative solution development mindset. As a dynamic firm aiming to achieve your goals and those of your diverse clientele, it can become a challenging [...]

The Fiduciary Standard states that wealth managers should always act in the best interests of their clients and do everything they can to have positive and accurate communications. One of the [...]