First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.
Snappy Kraken is an automated growth program that combines technology, content, and education to help financial advisers expand market share while simultaneously delivering higher quality experiences for existing clients.
Asset-Map is on a mission to elevate the financial wellness of millions of people. Unlike traditional financial software tools, Asset-Map provides a holistic view of a household's financial picture that empowers humans to easily comprehend, discuss, and make smarter financial decisions now and in the future.
RightCapital is the fastest-growing financial planning software with the highest advisor satisfaction ratings*. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so advisors can spend less time on creating plans and more time with their clients.
Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients.