Bespoke for a truly personalized wealth journey
Beyond the noise of generic platforms, First Rate offers trusted expertise, capabilities, and solutions that deliver tangible outcomes.
CAPABILITIES
$1Trillion
Assets Under Reporting
IMPACT
1+
Clients
1+
Coworkers
1+
Communities
Right Numbers
Real Relationships
Relevant Stories
Your wealth deserves more than just another platform
With all-in-one platforms, often depth is compromised for breadth, neglecting the specialized needs of wealth management firms
All-in-one wealth tech platforms sacrifice specialization for a broad feature set
One-size-fits-all solutions limit firms seeking adaptable, customized platforms
Shiny objects overlook the need to understand the full process behind the scenes
The industry demands a game-changer that goes beyond superficial promises.
Unveiling First Rate, your distinct wealth partner
Aggregation
Reconciliation
Reporting
Activation
Tailored for you
First Rate isn’t a one-size-fits-all solution. It’s flexible, adapting to your unique needs and challenges.
Expertise that matter
Benefit from First Rate’s seasoned expertise in WealthTech, ensuring insights that cut through the clutter.
Results, not rhetoric
First Rate doesn’t promise change; it delivers tangible outcomes. First Rate brings real solutions for real success in wealth management.
Turning problem statements into success stories
Specialization, customization, and a keen understanding of the intricacies of the industry are the hallmarks of a solution. First Rate is a bundle of capabilities that can be deployed to address your distinct requirements.
Unleashing potential across wealth sectors
Leveraging precision tools and embracing adaptive excellence, First Rate empowers each sector to redefine success and deliver value across multiple verticals.
Trusted by the Worlds Best
Tangible outcomes are just a few steps away
1
Concern Discovery
The first step is a conversation to understand your needs. This will help us determine if First Rate is a good fit for you. There's no pitch and no commitment.
2
Outcome Picturing
We don't operate in a vacuum. We'll collaborate with you and your existing technology partners to ensure we're crafting the best solution.
3
Itinerary Design
Once we agree on a solution, we'll present a detailed timeline to make it a reality. Our goal is to build a system that meets your needs and scales with you over time.
4
Joint Endeavor
Engage in a collaborative effort to implement the designed itinerary, working together to execute strategies and achieve the outcomes for sustainable success.
