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Text Content

POWERED BY AI


INNOVATION


FLEXIBLE SOLUTIONS THAT


DRIVE GROWTH AND EFFICIENCY



 * Solutions
   * Data Aggregation
   * Investment Performance
   * Reporting
   * Insights
 * Markets
   * Wealth
   * Trust
   * Community Trust
   * Alternative Asset Management
   * Institutional
   * Broker Dealer
   * First Rate Ventures
 * Resources
   * Blogs
   * White Papers
   * News
   * Infographics
   * Videos
 * About Us
   * Our Story
   * Our History
   * By the Numbers
   * Meet Our Team
   * Join Our Team
 * CONTACT US





 * Solutions
   * Data Aggregation
   * Investment Performance
   * Reporting
   * Insights
 * Markets
   * Wealth
   * Trust
   * Community Trust
   * Alternative Asset Management
   * Institutional
   * Broker Dealer
   * First Rate Ventures
 * Resources
   * Blogs
   * White Papers
   * News
   * Infographics
   * Videos
 * About Us
   * Our Story
   * Our History
   * By the Numbers
   * Meet Our Team
   * Join Our Team
 * CONTACT US




DATA AGGREGATION · PERFORMANCE · REPORTING · INSIGHTS


TECHNOLOGY AS
IT SHOULD BE









BETTER PERFORMANCE. BETTER RESULTS.



First Rate exists to help wealth management firms
grow and thrive as stewards of their clients’ investments.




Wealth Management Solutions



Trusted. Secure. Scalable.



With purpose-built technology to serve each unique marketplace, First Rate
prides itself on utilizing its 30+ years of expertise to create innovative
solutions and service sets that meet each firm’s unique needs.


Explore Solutions





MARKETS WE SERVE




FOUNDATIONS &
ENDOWMENTS


ALTERNATIVE ASSET
MANAGEMENT


BROKER
DEALER


ASSET
MANAGEMENT


REGISTERED
INVESTMENT ADVISORS


BANK
TRUST


FOUNDATIONS &
ENDOWMENTS


ALTERNATIVE ASSET
MANAGEMENT


BROKER
DEALER


ASSET
MANAGEMENT


REGISTERED
INVESTMENT ADVISORS


BANK
TRUST


Explore Markets






About Us



Why First Rate?



Let’s be honest – we aren’t the new kid on the block! With more than 30 years in
the wealth management industry, First Rate maintains its ability to create
innovative solutions that help our clients and business partners scale. We are
family-oriented and faith-driven, showing up to work every day thinking about
how to better serve our clients, communities, and co-workers.

We are the <3 of WealthTech.


Explore More About Us




LEADING ALLIANCES AND PARTNERSHIPS




Schedule a Demo!




GET STARTED








First Rate
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 * Resources
 * IPAAS
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 * IAAS
 * DAAS
 * First Rate Ventures

Company
 * About Us
 * Contact Us
 * First Rate Footsteps

Privacy
 * Privacy Policy




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