US/UK/Canada

Share

Pick a time period -
Tags ( Active)

First Rate Offers Advanced Attribution from Opturo

Arlington, TX – May 7, 2013 – First Rate, a leading provider of performance measurement and client reporting solutions, has affiliated with Opturo, a financial software and service firm, to incorporate Opturo’s advanced Risk Attribution engine to further enhance the ability of First Rate’s clients to evaluate and understand their individual investment results. With the highest level of integrity and service, First Rate provides performance and portfolio reporting to more than 1 million portfolios in excess of $1 trillion of AUM in a real-time manner with web-based reports and validated

First Rate Successfully Performs 2013 Disaster Recovery Exercise

Arlington, TX – April 16, 2013 – First Rate, a leading provider a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced it has successfully completed its 2013 disaster recovery exercise performed last week. First Rate’s team proved their ability to respond, communicate and recover from a disaster in which its primary data center became non-functional requiring First Rate to bring its clients back online at the secondary site in less than 24 hours. The First Rate team was successful in performing the transition and

Associated Bank Chooses First Rate’s Performance Solution for Client Reporting and Performance Measurement Growth

Arlington, TX – April 9, 2013 – First Rate, a leading provider of performance measurement and client reporting solutions for the financial services industry, today announced that Associated Bank is now live on First Rate’s Professional and Advisor solutions. Associated was looking for a solution that enhanced the client experience with functionality and an improved timeline for portfolio processing. Associated Private Client & Institutional Services selected First Rate Professional and First Rate Advisor to meet its needs. Professional is the foundation of First Rate’s Performance suite,

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

First Rate to Speak at RIA Summit about Fee Manager™ to Help Maximize Returns

Arlington, TX – February 13, 2013  – First Rate , a leading provider of investment reporting solutions for the financial services industry, today announced it will be speaking about maximizing a firms returns and introducing First Rate Fee Manager™ at the annual RIA Summit in Irving, TX. First Rate’s presentation will focus on how to maximize a firms returns as diligently as each does for clients. First Rate will offer six methods to maximize earnings as well as easy hints on how to accomplish each method. “We are very excited to not only be attending this

First Rate Receives Final 2011-2012 SOC2 Type 2 Report

Arlington, TX – January 15, 2013  – First Rate , a leading provider of performance measurement solutions for the financial services industry, today announced it has received its final SSAE SOC2 Type 2 report for 2011-2012. “The third-party confirmation means that our corporate facilities, data centers, and information security practices and procedures exceed the standards described by the SSAE 16,” said Bo McWilliams, Director of ASP at First Rate. “The report is one of many steps that First Rate takes to provide exceptional service and ensure confidentiality

Leading Brokerage Provider Chooses First Rate

Arlington, TX – October 24, 2012  – First Rate , a leading provider of performance measurement solutions for the financial services industry, today announced that Thomson Reuters  has chosen First Rate’s performance measurement solution to accurately measure and report performance in anticipation of enhancing its current suite of tools on the Thomson ONE Wealth Management Solution . Thomson Reuters went live on First Rate’s platform in

First Rate to Launch Mobile Application for iPad in First Quarter

Arlington, TX – September 11, 2012 – First Rate , a leading provider of investment performance and analytic solutions for the financial services industry, announced today the projected launch of First Rate Mobile during the first quarter of 2013.  With this application, First Rate rounds out its suite of performance measurement tools to include truly mobile access to key performance data. “First Rate is very excited about this application and the competitive edge it provides to our clients,” said Craig Wietz 

First Rate Receives SSAE 16 Type 2 Certification for the Ninth Year

Arlington, TX – May 3, 2012 – First Rate , a leading provider of performance measurement solutions for the financial services industry, today announced it has received the SSAE 16 SOC Type 2 certification for 2011-2012. “We are pleased to receive this third-party confirmation that our corporate facilities, data centers, information security practices and procedures, meet and exceed the SSAE 16 standards,” said Fred Johnson, director of operations at First Rate. “We strive to provide exceptional service to our clients and maintain a desire for continual

First Rate Data Center Facilities Receive Tier 3 Designation

Arlington, TX – April 25, 2012  – First Rate , a leading provider of performance measurement solutions for the financial services industry, completed a major data-center migration to a new Tier 3 primary and secondary facility as part of a continued effort to improve reliability and data security for clients. “Our new facilities enable First Rate to offer best-of-breed hosting services to more than 200 wealth management clients that are hosted on the First Rate platform today,” said Bo McWilliams, director and general manager of First Rate’s Managed Hosting. “

FIRST RATE ANNOUNCES ONPOINT™, THE NEXT GENERATION OF INVESTMENT PERFORMANCE

Arlington, TX – April 17, 2012 - First Rate , a leading provider of investment performance and analytic solutions for the financial services industry, announces the release of First Rate OnPoint™ .  OnPoint™ is a web-based reporting solution that puts the power of performance report design into the hands of middle and front office users. OnPoint™ performance reporting introduces a new level of flexibility and supports the investment professionals need to create customized reports.  First

Wealth Management in a Post-Madoff World focus of First Rate Financial Performance Conference

Arlington, TX, June 27th, 2011--Like twin tsunamis, the global financial downturn and Madoff Ponzi scandal have forever altered the wealth management industry. Financial advisors are coping with consumer confidence meltdown and the toxic residue from anger, distrust and cynicism. The recent First Rate Performance Conference  provided insights, inspiration, and specific training to increase customer confidence and improve customer service in client communication for the financial services industry. “When investor confidence

There are no items matching the current filter
There are no more items matching the current filter
Back to top