@FirstRatePerf profile picture
First Rate @FirstRatePerf

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

Joined February 2010
  • Tweets 1,847
  • Following 243
  • Followers 360
829 Photos and videos
Our #LGSEPodcast focuses on our four core values #Love #Give #Serve #Enjoy. The second episode features First Rate Products Fulfillment Manager, Tricia Duffy, to talk about @CCALewisville and how LOVE & GIVE has helped the lives of those less fortunate: lnkd.in/ecbjadg
1
4
Investors want personalized experiences with their advisors. Can advisors keep up and meet the evolving demands? The answer: YES! Learn how the future of #performancereporting will increase client engagement & satisfaction: firstrate.com/blog/ai-use-ca… #investmentperformance
1
3
First Rate announces partnership with Purpose Capital Advisors! First Rate will deliver ESG analytics and performance reporting to the Blue Chip Sustainable Funds research provided by Purpose Capital Advisors. Learn more: firstrate.com/news/first-rat…
1
#WealthManagers are using #data to inform their client conversations more than ever before. Learn how #AI can help improve the investor experience: firstrate.com/blog/ai-use-ca… #digitaltransformation #bigdata #artificialintelligence #nlg #dataaggregation
1
Thank you for the feature, @FWReport! fwreport.com/article.php?id=…
1
Honored to be featured in @wealthtech_club's weekly news! wealth.insart.com/wealthtech… @Insart #AlternativeInvestments #PrivateEquity #VentureCapital #RealEstate #FundofFunds
1
First Rate acquires Vantage Software to launch into the alternative investment space through markets such as #privateequity, #venturecapital, and #realestate. Read the full press release here: firstrate.com/news/first-rat…
While #AlterntativeInvestments continue to rise, so do challenges associated with #dataaggregating, understanding, and #reporting on these investments. Without a plan, advisors could continue to fall further behind. Learn more: builtin.com/fintech/alternat…

How Alternative Data Is Changing The Finance Space | Built In

Sometimes messy, sometimes over-aggregated, alternative data has still gone mainstream.

builtin.com
In order for #ESGInvesting to fully develop and grow, #WealthManagers must fully understand the appetite for ESG investing and seek to make it more accessible. Learn More: thinkadvisor.com/2021/04/21/… #ESG #SustainableInvesting #InvestmentPerformance #WealthManagement #ClientReporting

How to Bridge the ESG Divide Between Advisors, Clients

A recent report from Cerulli Associates provides some recommendations.

thinkadvisor.com
#WealthManagers and clients face a lack of consistent, reliable #data on #ESG investments. Our #SustainableInvestment experts outlined the challenges behind the data and insight into how to solve these limitations. Learn more: firstrate.com/blog/esg-inves…
It’s no secret that measuring ESG is challenging. Applying #MachineLearning to measure #ESG data and analytics helps firms scale the implementation of #SustainableInvestment strategies for their clients. Learn more: go.firstrate.com/using-ai-to… #AI #digitialtransformation
1
Top 3 industry trends and how to harness technology to build value at your firm. firstrate.com/blog/the-reaso… #AI #machinelearning #NLG #digitaltransformation
1
Disruption. #Innovation. Changing the paradigm. #Fintech and the agile #WealthManagement firms that take advantage of it, are pushing the boundaries. Here are 3 ways that technology is evolving to support industry trends & changes: firstrate.com/blog/evolving-…
1
It’s no doubt 2020 shook things up. Here are the top 10 trends in #WealthManagment THIS year and learn how First Rate addresses some of the major shifts in the industry! thewealthmosaic.com/vendors/… #digitaltransformation #Dataanalytics #wealthtech #fintech #ESG #ReponsibleInvesting
1
#FootstepsFriday: Disruptive innovation is a transformation. It requires vision, ambition, and understanding of what will ultimately impact people, the industry, and the community. Read more: firstrate.com/blog/innovatio… #AI #ML #machinelearning #bigdata #digitaltransformation
2
How will you communicate a compelling investment story during #market volatility and remote client meetings while trying to continue to build client trust? Learn 7 best-practices to prepare #ClientReporting: firstrate.com/blog/the-power… #InvestmentReporting #clientengagement
1
Learn how AI has moved from optional to necessity in order to increase efficiency and help grow your business: forbes.com/sites/michaelspel… #AI #machinelearning #NLG #digitaltransformation #unstructureddata #assetmanagement #bigdata #alternativeinvestments
Read our blog about the top 3 industry trends and how to harness technology evolution to build value at your firm. firstrate.com/blog/the-reaso… #AI #machinelearning #NLG #digitaltransformation
First Rate announces investment in new #Innovation Lab focused on #wealthtech solutions & technologies to meet the dynamic & changing needs of the #WealthManagement industry. Read full press release: firstrate.com/news/first-rat… #AI #machinelearning #NLG #digitaltransformation
Thank you for the feature, @wealthtech_club! wealth.insart.com/first-rate…
1
Load more