News

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.

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 professionally executing the business resumption plan.

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.

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.

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.

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.

Arlington, TX, December 20, 2012 – First Rate today announced Jamie Waller as the distinguished moderator at First Rate’s 2013 Performance Conference. Waller brings substantial insight into the performance measurement industry and is recognized as a thought leader in performance reporting, portfolio construction, compliance, technology and operations. Waller joins a list of distinguished speakers including Stephen Campisi of Intuitive Performance Solutions and David Spaulding of The Spaulding Group. 

Taking place at the Four Season Resort and Club Dallas on March 25^th and 26^th, First Rate’s 2013 Performance Conference provides a great opportunity to stay atop of industry trends, learn more about First Rate solutions and network with fellow peers in the performance measurement industry.

With presentations and contributions by acknowledged opinion leaders from the wealth management and financial services industry, this exclusive two day event examines and explores a wide range of performance measurement focused ideas to assist both current and future clients of First Rate Performance.

First Rate’s 2013 Performance Conference will offer attendees:

-          Globally relevant and timely presentations

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.                                                                                     

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.