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First Rate @FirstRatePerf

First Rate exists to help wealth management companies grow and thrive as stewards of their clients' investments. FirstRate.com Arlington, TX Joined February 2010
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First Rate @FirstRatePerf

4 years ago

Our #LGSEPodcast focuses on our four core values #Love #Give #Serve #Enjoy. The second episode features First Rate Products Fulfillment Manager, Tricia Duffy, to talk about @CCALewisville and how LOVE & GIVE has helped the lives of those less fortunate: lnkd.in/ecbjadg

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First Rate @FirstRatePerf

4 years ago

Investors want personalized experiences with their advisors. Can advisors keep up and meet the evolving demands? The answer: YES! Learn how the future of #performancereporting will increase client engagement & satisfaction: firstrate.com/blog/ai-use-ca… #investmentperformance

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First Rate @FirstRatePerf

4 years ago

First Rate announces partnership with Purpose Capital Advisors! First Rate will deliver ESG analytics and performance reporting to the Blue Chip Sustainable Funds research provided by Purpose Capital Advisors. Learn more: firstrate.com/news/first-rat…

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First Rate @FirstRatePerf

4 years ago

#WealthManagers are using #data to inform their client conversations more than ever before. Learn how #AI can help improve the investor experience: firstrate.com/blog/ai-use-ca… #digitaltransformation #bigdata #artificialintelligence #nlg #dataaggregation

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First Rate @FirstRatePerf

4 years ago

Thank you for the feature, @FWReport! fwreport.com/article.php?id…

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First Rate @FirstRatePerf

4 years ago

Honored to be featured in @wealthtech_club's weekly news! wealth.insart.com/wealthtech-may… @insart #AlternativeInvestments #PrivateEquity #VentureCapital #RealEstate #FundofFunds

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First Rate @FirstRatePerf

4 years ago

First Rate acquires Vantage Software to launch into the alternative investment space through markets such as #privateequity, #venturecapital, and #realestate. Read the full press release here: firstrate.com/news/first-rat…

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First Rate @FirstRatePerf

4 years ago

While #AlterntativeInvestments continue to rise, so do challenges associated with #dataaggregating, understanding, and #reporting on these investments. Without a plan, advisors could continue to fall further behind. Learn more: builtin.com/fintech/altern…

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First Rate @FirstRatePerf

4 years ago

In order for #ESGInvesting to fully develop and grow, #WealthManagers must fully understand the appetite for ESG investing and seek to make it more accessible. Learn More: thinkadvisor.com/2021/04/21/how… #ESG #SustainableInvesting #InvestmentPerformance #WealthManagement #ClientReporting

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First Rate @FirstRatePerf

4 years ago

#WealthManagers and clients face a lack of consistent, reliable #data on #ESG investments. Our #SustainableInvestment experts outlined the challenges behind the data and insight into how to solve these limitations. Learn more: firstrate.com/blog/esg-inves…

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First Rate @FirstRatePerf

4 years ago

It’s no secret that measuring ESG is challenging. Applying #MachineLearning to measure #ESG data and analytics helps firms scale the implementation of #SustainableInvestment strategies for their clients. Learn more: go.firstrate.com/using-ai-to-ap… #AI #digitialtransformation

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First Rate @FirstRatePerf

4 years ago

Top 3 industry trends and how to harness technology to build value at your firm. firstrate.com/blog/the-reaso… #AI #machinelearning #NLG #digitaltransformation

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First Rate @FirstRatePerf

4 years ago

Disruption. #Innovation. Changing the paradigm. #Fintech and the agile #WealthManagement firms that take advantage of it, are pushing the boundaries. Here are 3 ways that technology is evolving to support industry trends & changes: firstrate.com/blog/evolving-…

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First Rate @FirstRatePerf

4 years ago

It’s no doubt 2020 shook things up. Here are the top 10 trends in #WealthManagment THIS year and learn how First Rate addresses some of the major shifts in the industry! thewealthmosaic.com/vendors/tietoe… #digitaltransformation #Dataanalytics #wealthtech #fintech #ESG #ReponsibleInvesting

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First Rate @FirstRatePerf

4 years ago

#FootstepsFriday: Disruptive innovation is a transformation. It requires vision, ambition, and understanding of what will ultimately impact people, the industry, and the community. Read more: firstrate.com/blog/innovatio… #AI #ML #machinelearning #bigdata #digitaltransformation

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First Rate @FirstRatePerf

4 years ago

How will you communicate a compelling investment story during #market volatility and remote client meetings while trying to continue to build client trust? Learn 7 best-practices to prepare #ClientReporting: firstrate.com/blog/the-power… #InvestmentReporting #clientengagement

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First Rate @FirstRatePerf

4 years ago

Learn how AI has moved from optional to necessity in order to increase efficiency and help grow your business: forbes.com/sites/michaels… #AI #machinelearning #NLG #digitaltransformation #unstructureddata #assetmanagement #bigdata #alternativeinvestments

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First Rate @FirstRatePerf

4 years ago

Read our blog about the top 3 industry trends and how to harness technology evolution to build value at your firm. firstrate.com/blog/the-reaso… #AI #machinelearning #NLG #digitaltransformation

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First Rate @FirstRatePerf

4 years ago

First Rate announces investment in new #Innovation Lab focused on #wealthtech solutions & technologies to meet the dynamic & changing needs of the #WealthManagement industry. Read full press release: firstrate.com/news/first-rat… #AI #machinelearning #NLG #digitaltransformation

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First Rate @FirstRatePerf

5 years ago

Thank you for the feature, @wealthtech_club! wealth.insart.com/first-rate-lau…

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