First Rate
HQ Address
1903 Ascension Blvd., Arlington, TX 76006, United States
Website Address
Relevant Regions
Business introduction
First Rate: The Heart & Soul of WealthTech
A global leader in WealthTech with more than 30 years of experience. First Rate provides innovative technology solutions to the wealth management industry
Comprehensive WealthTech for a Better Future
At First Rate, we’ve always put serving our customers, coworkers and communities first. It’s the reason we are still thriving after more than 30 years of developing innovative WealthTech.
To better serve our customers in the future, we will continue to provide you with new market offerings and expand our family of brands. By partnering with us, you will have long-term access to innovative technology and world-class service, all created to help you build your business.
Business Overview
From Career to Calling
First Rate was founded more than 30 years ago by Dave and Trina Stone. They wanted to create a business that would serve clients, coworkers, and communities with dedication, humility, and gratitude. They both felt this powerful calling to serve and have centered their company around it. As a result, First Rate has grown into a global WealthTech firm with staff representing diverse cultures, faith, and talents. We work together in an environment that enables everyone to thrive, and the values we embrace provide many intangible benefits to our customers.
We’re the only Wall Street asset that can’t be sold
The average tenure of a First Rate customer is more than 14 years. They say our innovative technology and unmatched service are the primary reasons why they don’t want to leave. And, of course, they don’t want us to go anywhere either. We’re independent today, and we’re going to stay that way. Wealth management is a long-term venture. Partnering with a WealthTech firm should be too.
The sun never sets on First Rate
First Rate has a presence on four continents, and we continue to expand our global footprint. Through our continuous innovation, our customers are able to more easily manage the most internationally diverse and complex portfolios. The way we see it, no corner of the financial world should be beyond reach.
Key Data
Year founded
1991employees
51-200offices
7Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Family Offices
- Financial Advisors
First Rate Solutions
Data Solutions
Data Solutions First Rate's Data Solutions provides personalized service and tailored solutions to meet your unique data needs. Whether you're interested in utilizing our innovative financial aggregation products, or leveraging expert-driven services, or both, we aim to provide options that align seamlessly with your data objectives. With our comprehensive suite of......
business needs
Client type
client geography presence
view solutionAutomated Composite Engine (ACE)
First Rate’s Automated Composite Engine (ACE) is an integrated composite management solution. During monthly processing, ACE assigns qualified portfolios to composites using preset rules around demographic and performance data that are unique to your business. This automated process minimizes the potential for error by improving accuracy of composite composition and......
business needs
view solutionCORE 2.0™
CORE 2.0™ is a powerful, intuitive platform designed to be extensible, easy to upgrade, and comes loaded with a suite of tools that enable users to easily customize their reports. It’s built around three key features: performance analytics, customizable dashboards, and a report builder. CORE 2.0™ adds new functionality to the robust foundation established with......
business needs
view solutionExecView
First Rate ExecView is an automated oversight and surveillance solution for wealth management firms. It allows you to analyze advisor performance and risk exposures, assess trends and identify outliers and exceptions, as well as meet your firm’s surveillance needs in the context of increasing regulatory scrutiny. Firms can customize views by using filters and select......
business needs
view solutionFee Manager
Fee Manager is an automated, cloud-based fee billing system that provides analytics, advisor insights, security, accuracy, and reliability. It’s scalable and customizable, enabling multi-access user levels in both front-office and back-office views. As your firm grows and more competitors adopt advanced billing technologies, Fee Manager gives your firm the smarter billing advantage. Fee Manager......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Market & Business Infrastructure
Managed Hosting
Why do some of the largest financial institutions in the world trust First Rate? Comprehensive, battle-tested security to keep your data safe 99% uptime Industry-leading 100% hit rate on SLAs High-level, market-centric expertise and support More than 30 years of world-class service and performance Scalable, customizable packages for specific client needs Quite possibly the most cost-effective solution......
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view solutionProfessional Investment Performance as a Service (IPAAS)
Trust is the cornerstone of the wealth management business. It is essential to provide clients with accurate information and insights. Yet outdated technology systems can lead to inaccuracy, while lack of transparency makes it difficult to identify and correct data problems. That’s why First Rate developed Investment Performance as a Service. It integrates a trusted performance......
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view solutionProfessional Services
First Rate Professional Services develops specialized software to enhance the capabilities of wealth management firms. With our technology and team of consultants, you can: Tailor your reporting to meet the unique needs of your clients. Gain comprehensive insights across all asset classes. Leverage the power of AI, machine learning, and natural language processing......
business needs
- Business Process Management & Outsourcing
- Data Management & Analysis
- Software Development & Management
