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,