First Rate Knows Performance Counts
First Rate is Leader in Financial Performance Software and Community Support
Arlington, TX. March 29, 2011 - In this time of economic uncertainty, investors are concerned about their portfolios and want to visually see how their investments are performing with reports, charts and diagrams. The consumer demand for change of value, analytics and more graphics explains the success of First Rate in Arlington, TX. Over the last twenty years, First Rate has grown from a 1991 start-up to a leading provider of financial performance measurement software for the financial services industry with over $14 million in annual sales. They have used this success to become a key influencer in community.
Today, First Rate welcomes investment performance professionals in the brokerage, registered investment advisory and trust bank industries at its annual Performance Conference in Arlington, Texas.
“We have worked hard to ensure the conference provides cutting edge information and resources that will bring immediate value and long-term success for the attendees,” says Todd Brunskill, First Rate Managing Director of Marketing. “Clients will learn from experts about industry trends, network with fellow investment professionals, engage in hands-on training and have face time with First Rate professionals.”
“Client at the Core” is the theme for the 20th Anniversary Performance Conference. The two day conference includes a dynamic group of industry renowned speakers including Stephen Campisi, Karen Vincent, Michael Tropeano and Westwood Trust’s Brian Casey.
The Heart of Performance – Giving Where We Live
Over the last twenty years, First Rate has grown as an industry leader and become a significant community asset to the Arlington area. In 2010 First Rate donated over 1.4 million dollars to many local organizations, including YMCA, Mission Arlington, Boy Scouts of America and Arlington Life Shelter. They are sponsors for the Arlington Alliance for Youth’s Extra Mile Servant of the Year Award and Community Storehouse’s Hope Dinner and Auction. First Rate’s yearly donations include a $2000 gift in each employee’s name to the charity of his or her choice.
“Our vision has always been to be a North Arlington company,” explains First Rate Founder, Dave Stone. “We are always asking ourselves how our company can better serve the community and its people.” Although based in Arlington, First Rate has clients around the globe. Stone, his family and several First Rate employees frequently use foreign travel opportunities to serve and provide humanitarian support for charities and ministries in areas such as Mexico, Guatemala and Afghanistan.
With this type of community leadership it is easy to understand why in 2009, First Rate’s 85 employees voted the investment performance software company as one of Dallas Business Journal’s Best Places to Work.
“What I love about Arlington are the people,” said Stone. “When we moved here in 1983, we found a community filled with people who were passionate about creating a purpose-driven environment and improving the lives of kids in the community. Now, with First Rate, we are able to serve the financial services community with world class software and help impact the future of our community.”
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For media interviews contact Lynn Scarborough Lynn4media@gmail.com, 469.951.7051
For more information about First Rate, visit www.FirstRate.com.
For more information about the Performance Conference, visit the First Rate Performance Conference website. CFA Members will receive 3 hours of CE credit for attending. Registration includes all conference meals, events, and materials.
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 www.FirstRate.com.
Editorial Contact:
Teyren Brown
First Rate
tbrown@firstrate.com
817.525.1883
Media Contact:
Lynn Scarborough
Lynn4Media@gmail.com
469 951-7051
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