First Rate's 22nd Performance Conference Opens With Highest Attendance Ever
March 25, 2013 15:04 ET
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First Rate
ARLINGTON, Texas, March 25, 2013 (GLOBE NEWSWIRE) -- First Rate, a leading provider of performance measurement solutions, will present to a record-breaking number of representatives of leading trust...
First Rate to Speak at RIA Summit About Fee Manager(TM) to Help Maximize Returns
February 13, 2013 10:11 ET
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First Rate
ARLINGTON, Texas, Feb. 13, 2013 (GLOBE NEWSWIRE) -- First Rate, a leading provider of investment reporting solutions for the financial services industry, today announced it will be speaking about...
First Rate Receives Final 2011-2012 SOC2 Type 2 Report
January 15, 2013 09:07 ET
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First Rate
ARLINGTON, Texas, Jan. 15, 2013 (GLOBE NEWSWIRE) -- First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced it has received its final...
Leading Brokerage Provider Chooses First Rate
October 24, 2012 09:10 ET
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First Rate
ARLINGTON, Texas, Oct. 24, 2012 (GLOBE NEWSWIRE) -- First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced that Thomson Reuters has...
First Rate to Launch Mobile Application for iPad in First Quarter
September 11, 2012 09:08 ET
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First Rate
ARLINGTON, Texas, Sept. 11, 2012 (GLOBE NEWSWIRE) -- First Rate, a leading provider of investment performance and analytic solutions for the financial services industry, announced today the projected...
First Rate Receives SSAE 16 Type 2 Certification for the Ninth Year
May 03, 2012 09:10 ET
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First Rate
ARLINGTON, Texas, May 3, 2012 (GLOBE NEWSWIRE) -- First Rate, a leading provider of performance measurement solutions for the financial services industry, today announced it has received the SSAE 16...
First Rate Data Center Facilities Receive Tier 3 Designation
April 25, 2012 09:00 ET
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First Rate
ARLINGTON, Texas, April 25, 2012 (GLOBE NEWSWIRE) -- First Rate, a leading provider of performance measurement solutions for the financial services industry, completed a major data-center migration to...
First Rate Announces OnPoint(TM), the Next Generation of Investment Performance
April 17, 2012 09:11 ET
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First Rate
ARLINGTON, Texas, April 17, 2012 (GLOBE NEWSWIRE) -- First Rate, a leading provider of investment performance and analytic solutions for the financial services industry, announces the release of First...
Wealth Management in a Post-Madoff World Focus of First Rate Financial Performance Conference
June 29, 2011 15:51 ET
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First Rate
ARLINGTON, Texas, June 29, 2011 (GLOBE NEWSWIRE) -- Like twin tsunamis, the global financial downturn and Madoff Ponzi scandal have forever altered the wealth management industry. Financial advisors...
First Rate Knows Customer Service is Market Differentiator for Financial Services Industry
May 04, 2011 18:32 ET
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First Rate
ARLINGTON, Texas, May 4, 2011 (GLOBE NEWSWIRE) -- The "Starbucks Way" has transformed the world of customer service for many industries, including financial services. Today's consumers are more...