First Rate, Inc

First Rate exists to help wealth management companies grow and thrive as stewards of their client’s investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement they deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record – including more than 20 years of experience – our relentless focus on meeting the diverse needs of our partners is unmatched in the industry. They design the best technologies and foster superior client relationships, so our partners can prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.

show less