your solution and service set with additional best in class capabilities

Use First Rate to reimagine the technology and service set you can offer to any marketplace.

For Technology Providers: Build, Buy, or Partner, it’s a simple choice

Building
Involves developing custom technology solutions in-house, providing full control over features and functionality but requiring significant time, resources, and expertise.

Buying
Entails purchasing off-the-shelf software or solutions from vendors, offering quick implementation and support but potentially limited customization and dependency on external providers.

Partnership
Involves collaborating with technology firms or providers to leverage their expertise and resources, offering a balance between customization, speed, and support while fostering innovation and shared responsibilities.

Partner with First Rate for the best WealthTech and even better service

Scale your offering
First Rate is built to augment any capability that your technology or service structure needs support in. Use every part of our platform or componentize it based on your unique structure

Build your relationships
Don’t spend your attention and resources on developing a solution from the ground up. Integrate our platform into your operations and keep your focus on your clients.

Focus on You
As a solutions and service provider, we’re constantly improving our offering to better serve you. Don’t worry about needing to put in a support ticket—you have a real, dedicated person to talk to and a hands-on team to meet your needs.

Schedule a Discovery Chat

Components that can drive your business...

...with support models built for you

Better data is just a few steps away

1

Connect

The first step is a conversation to understand your needs. This will help us determine if [FO by First Rate] is a good fit for you. There's no pitch and no commitment.

2

Whiteboard

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

Work Together

Once we agree on a solution, we'll present a detailed timeline to make it reality. Our goal is to build a system that meets your needs and scales with you over time.