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 conference, but to be speaking and introducing First Rate Fee Manager™,” said Bo McWilliams, general manager of ASP. “Fee Manager simplifies and streamlines the fee calculation and billing workflow processes making it possible to accurately compute and collect fees.”

First Rate’s Fee Manager™ solution is the answer to many common issues including: billing complexity and errors that delay fee collections, in turn delaying cash-flow to organizations, or complex billing agreements, household (group aggregation of assets, asset exclusions and custom redemption requirements that are frequent causes of delays in generating and collecting fees, or the manual processes and spreadsheets that require too many man-hours and are subject to error.

Contact First Rate today to discover how First Rate’s Fee Manager™ can help you streamline the billing process to your client. First Rate is Your Reporting and Billing Partner.

About First Rate

First Rate provides superior investment reporting, outsourced back-office support for client reporting, fee calculation systems and cloud-based hosting of our applications.  We are highly regarded for our comprehensive approach to understanding your investment process, data and internal review processes so that we can tailor our systems and services to provide your firm a competitive advantage in the wealth management space. We serve over 200 firms with their investment reporting, account reconciliation, fee-management and back-office support operations. For more information about First Rate, visit

Media Contact:
Emily Harvell
First Rate


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