ABOUT

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.


Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record including more than 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.


We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors.

SPECIALIZE IN

  • Account Aggregation

  • Investment Performance

  • Reporting Solution

CONTACT INFORMATION

1903 Ascension Blvd.

Arlington, TX 76006

Email: info@firstrate.com

Phone: 1(888) 393-7283

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