First Rate’s 22nd Performance Conference Opens with Highest Attendance Ever

Arlington, TX, March 25, 2013 – First Rate, a leading provider of performance measurement solutions, will present to a record-breaking number of representatives of leading trust banks, brokerage firms and registered investment advisors in the performance measurement industry at the 2013 First Rate Performance Conference.

Led by industry experts including Intuitive Investment Solutions’ Stephen Campisi, The Spaulding Group’s David Spaulding, CIPM, and former partner of APL Security Jamie Waller, First Rate’s conference offers insight into the industry’s hottest topics.

“This year we have recorded our highest attendance to our conference since it began in 1991. The conference is a great opportunity for our clients to stay updated on all things First Rate as well as gain insight into the most talked about topics in the performance measurement industry,” said Todd Brunskill, managing director at First Rate. “First Rate is dedicated to keeping our clients at the center of everything we do and offer. Understanding our clients’ needs is of utmost importance in allowing us to tailor our business approach.”

Taking place at the Four Seasons Resort and Club Dallas today and tomorrow, First Rate’s 2013 Performance Conference provides a great opportunity to stay on top of industry trends, learn more about First Rate solutions and network with peers in the performance measurement industry.

With presentations and contributions by acknowledged thought leaders from the wealth management and financial services industry, this exclusive two-day event examines and explores a wide range of performance measurement related ideas to assist both current and future clients of First Rate Performance.

First Rate’s 2013 Performance Conference offers hands-on training and interactive sessions including:

-          A Client’s Perspective on Risk: Why Managing  Risk is Crucial to Meeting the Client’s Goals

-          UAPS – An Intro to the Universal Advisor Performance Standard

-          First Rate Mobile and OnPoint Reporting

-          Communicating Your Investment Philosophy and Performance

For more information about First Rate or the Performance Conference please visit the 2013 Performance Conference website

Media Contact:

Emily Harvell
Marketing First Rate
(817) 525 -1900


About Us

About First Rate Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, First Rate’s solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service. For more information about First Rate, visit