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First Rate News 2008
9/2/08 Hilliard Lyons Capital Managemnet, LLC Chooses First Rate as Performance Provider
4/21/08 First Rate Establishes Strategic Partnership with ByAllAccounts
4/16/08 First Rate Announces New Addition to Management Team, Frederick Johnson
3/25/08 First Rate Announces Partnership with Bluffview Wealth Management, L.P.
3/20/08 First Rate Enhances Management Team, Promotes John Watkins to Director

2/4/08

 Fifth Year for SAS 70 Certification
First Rate Newsletters 2008
First Rate News - Summer 2008
First Rate News - Spring 2008
First Rate News - Winter 2008
Monthly Market Commentaries 2008
July Market Commentary
June Market Commentary
May Market Commentary
April Market Commentary
March Market Commentary
February Market Commentary
January Market Commentary
First Rate News 2007

7/20/07

SunGard’s Charlotte® to Deliver Integrated Performance Measurement Using First Rate

6/21/07

 First Rate Announces Alliance with Dimension Capital Management

6/8/07

 First Rate Relocating to a Larger Campus

5/30/07

 PNC Wealth Management Upgrades to First Rate Advisor

4/17/07

2007 First Rate Performance Conference, The Heart of Performance

4/9/07

 First Rate's Brian Thompson appointed to Spaulding Group Board

2/23/07

 First Rate is Ready for New Daylight Saving Time.

1/30/07

 First Rate SAS 70 Certified
First Rate Newsletters 2007
First Rate News - Summer 2007
First Rate News - Spring 2007
First Rate News - Winter 2007
Monthly Market Commentaries 2007
December Market Commentary
November Market Commentary
October Market Commentary
September Market Commentary
August Market Commentary
July Market Commentary
June Market Commentary
May Market Commentary
April Market Commentary
March Market Commentary
February Market Commentary
January Market Commentary
First Rate News 2006
12/31/06 First Rate Business Resumption and Recovery Exercise
12/21/06 Baird Passes CIPM Principals Exam
10/30/06 First Rate and Bessemer Trust  Announce Partnership
7/15/06 First Rate Celebrates 15 Years!
First Rate Newsletters 2006
First Rate News - Fall 2006
First Rate News - Summer 2006
First Rate News - Spring 2006
 
Monthly Market Commentaries 2006
  December Market Commentary
  November Market Commentary
  October Market Commentary
  September Market Commentary
  August Market Commentary
  July Market Commentary
  June Market Commentary
  May Market Commentary
  April Market Commentary
  March Market Commentary
  February Market Commentary
  January Market Commentary
 
First Rate News 2005
  First Rate Business Resumption & Recovery Exercise
  Bob Brunskill Receives Hero of the Homeless Award
  Certifications Awarded to Pat Daniels
  First Rate SAS 70 Type I Certified 3rd Year in a Row
  First Rate Provides Performance Measurement Services for Redstone Consulting
 
First Rate Newsletters 2005
  First Rate News - Winter 2005
  First Rate News - Fall 2005
  First Rate News - Spring 2005
 
First Rate News 2004
  The Spaulding Group publishes updated edition of Performance Measurement Reference Guide
  First Rate Upgrades Disaster Recovery to World Class Services
  First Rate Consulting Team Adds New Consulting Specialist, Randy Fair
  First Rate Investment Systems® Names New Managing Director
 
First Rate Newsletters 2004
  First Rate News - Winter 2004
 
First Rate News 2003
10/14/03 First Rate Investment Systems to Distribute Morningstar Indexes
6/16/03 PNC Advisors Utilizing First Rate Application Service Provider
2/18/03 First Rate Investment Systems Partnership With SEI Adds Wells Fargo As User
 
First Rate Newsletters 2003
  First Rate News – Winter 2003
  First Rate News – Summer 2003
  First Rate News – Spring 2003
 
First Rate News 2002
  Information Builders and First Rate Investment Systems Partner to Expand Online Reporting Environment for Fifth Third Bancorp
1/29/02
 
First Rate Newsletters 2002
  First Rate News – Winter 2002
  First Rate News – Summer 2002
  First Rate News – Spring 2002
 
First Rate News 2001
9/24/01 SEI Investments Offers Performance Reporting Solution To Banks, Money Managers and Advisors
6/18/01 Information Builders Partners with First Rate Investment Systems
5/2/01 First Rate Launches After-Tax Portfolio Performance At AIMSE Conference In Pheonix
4/10/01 UMB Bank, N.A. To Select First Rate Performance
2/20/01 Fifth Third Chooses First Rate
 
First Rate Newsletters 2001
  First Rate News – Winter 2001
  First Rate News – Fall 2001
  First Rate News – Summer 2001
  First Rate News – Spring 2001
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