Alliances

First Rate’s alliances are a critical component of our growth and success. To fulfill our brand promise of being Your Performance Solution Partner™, First Rate looks to form strategic alliances with industry-leading companies to deliver the best solutions for the industries we serve.

Strategic Alliances

SEI (NASDAQ:SEIC) is a leading global provider of outsourced asset management, investment processing and investment operations solutions. The company’s innovative solutions help corporations, financial institutions, financial advisors, and affluent families create and manage wealth. As of June 30, 2010, through its subsidiaries and partnerships in which the company has a significant interest, SEI administers $380 billion in mutual fund and pooled assets and manages $149 billion in assets. SEI serves clients, conducts or is registered to conduct business and/or operations, from numerous offices worldwide. For more information, visit www.seic.com.

SunGard is a leading provider of wealth management solutions that helps banks, trust companies, brokerage firms, insurance firms, benefit administrators, and independent advisors acquire service and grow their client relationships. For more information, visit The Changing Face of Wealth.