-
First Rate, Inc
Created in 1991
-
-
Up & running (A)
Existing signals show a regular activity -
Social networks
8,488 375 -
Activities
-
Technologies
-
Entity types
-
Location
1903 Ascension Blvd, Arlington, TX 76006, USA
Arlington
United States of America
-
Employees
Scale: 51-200
Estimated: 201
-
Engaged catalyst
0
0 0 -
Added in Motherbase
6 years, 2 months ago
-
Value proposition
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ 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, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.
Investment performance, investment performance measurement, investment performance reporting software, investment performance technology, investment performance software, portfolio attribution analysis, and investment performance attribution
-
First Rate: The Heart & Soul of WealthTech | First Rate, Inc.
At First Rate we’ve always put serving our customers, coworkers and communities first, after more than 30 years of developing innovative WealthTech.
https://firstrate.com/
