News

First Rate, a leading provider of performance measurement solutions in the financial services industry, today announced that it will be sponsoring and attending this year’s GIPS Standards Annual Conference in Chicago, Illinois on October 27-29, 2011.

First Rate, a leading provider of performance measurement solutions in the financial services industry, today announced that it will be attending this year’s SunGard’s Charlotte National Summit on October 11-14, 2011 in Chicago, IL.

First Rate today announced its newest software solution: First Rate Performance v6.3. As First Rate’s clients have grown their business, there has been a significant growth in assets under management and consequently, an increase in the number of portfolios measured. To support our clients' growth and to remain competitive, First Rate has developed new solutions to meet the current and future needs of the financial services marketplace. 

Arlington, TX – July 22, 2011 – Twenty years ago, an optimistic entrepreneur named David A. Stone founded a company in his living room and he hasn’t looked back since. That company, First Rate Inc., is today a leading provider of performance measurement solutions for the financial services industry.

Arlington, TX – June 20, 2011 – First Rate, Inc. is continuing its fifteen-year tradition of traveling to Mexico to build homes for needy families. First Rate recently undertook a Memorial Day weekend trip to Baja, Mexico to do just that, and will travel to Tijuana in July with a similar objective. These efforts are part of the Homes for Hope program run by Youth with A Mission (YWAM) San Diego/Baja.

“At First Rate, we really are committed to giving back, and to First Rate Living founded on our values of Love, Give, Serve and Enjoy,” says First Rate CEO and Founder Dave Stone. “What better way to demonstrate our values than by stepping out of our comfort zone and giving our time, talents and treasure to help others.”

Arlington, TX - May 12, 2011 -  First Rate, a leading provider of performance measurement solutions in the financial services industry, today announced that it will attend this year’s Performance Measurement, Attribution and Risk Conference in Philadelphia, PA on May 18-19, 2011.

First Rate will be an exhibitor in the Liberty Ballroom Foyer at the Sheraton Philadelphia City Center in the heart of the City of Brotherly Love. First Rate has attended The Spaulding Group’s sponsored PMAR event for more than five years and is excited once again to be an exhibitor at the highly recognized, must-attend event of the year.

Arlington, TX – April 12, 2011 – On April 14, the Arlington Alliance for Youth’s Extra Mile awards will be announced at the seventh annual First Rate Living Luncheon. The awards recognize adults who embody “Servant Leadership” in striving to help Arlington youth. First Rate, a leading provider of performance measurement solutions to the financial services industry, will host the event at the Diamond Club of the Ballpark in Arlington.

“As we begin a third decade in Arlington, First Rate has a deeply vested interest in the city’s future,” says First Rate’s Chaplain, Judson I. Stone. “Making a difference in that future requires making a difference in the lives of young people now. The Extra Mile awards honor those who are doing just that.”

Arlington, TX – April 11, 2011 – First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced it is serving as a sponsor for the 30^th annual FCA Bob Lilly-Scott Murray Golf Classic. The event, put on by the Greater Fort Worth Fellowship of Christian Athletes (FCA), will be held at the Trophy Club Country Club on April 11, 2011. The tournament begins with a shotgun start at 8 am, and includes breakfast, lunch and dinner.

Arlington, TX - March 24, 2011 –First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced organizational changes designed to position the company for further corporate growth and servicing of clients.

First Rate Founder Dave Stone's roles of CEO and President, which he has held since the firm's inception twenty years ago, are being separated. Stone will continue as CEO, where he will provide executive leadership and assist with the strategic direction of the company.

Arlington, TX – March 7, 2011 – First Rate, a leading provider of performance measurement solutions for the financial services industry, is pleased to announce that its upcoming 20th annual performance measurement conference has been approved for CFA continuing education (CE) credit.

On March 28, 2011, First Rate will welcome investment performance professionals in the trust bank, registered investment advisory and brokerage industries at its annual client conference in Arlington, Texas. The Conference will provide a great opportunity to stay abreast of industry trends, learn more about First Rate solutions and network with peers in the performance measurement industry.