How Technology is Evolving to Support Wealth Management
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 [...]
Leveraging Technology to Level Up Wealth Management
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 [...]
Wealth Management Technology Trends in a COVID World
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 Performance Reporting Technology Transforms Client Meetings
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 [...]
Expanding Investment Services? Trust the Experts!
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 [...]
3 Strategies to Maximize Growth in Your Wealth Management Firm
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 [...]
10 Steps to Vet a New Tech Provider
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 [...]
3 Ways to Streamline Your Back Office
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 [...]
Three Ways Chief Investment Officers Are in the Dark
Chief Investment Officers (CIOs) at Wealth Management firms have a hard job, whether it’s keeping an eye on the economy, overseeing investments, or managing a team of front office professionals. [...]
Four Challenges in Managing Oversight of Your Rep as PM Program
With the shift towards asset fee-based compensation for investment management, many brokers and financial advisors are registering their own portfolio strategies in a representative as portfolio [...]
