First Rate, Inc is a software development company specializing in reporting solutions for wealth management firms. First Rate, Inc provides technology that enables financial institutions to deliver transparent, comprehensive reporting and empowers investors to better understand and manage their financial portfolios.
What does First Rate, Inc provide?
First Rate, Inc develops adaptable and tailored reporting solutions designed to help wealth management companies act as responsible stewards of their clients' investments. Their technology is focused on:
- Creating absolute transparency for financial reporting
- Simplifying complex investment information for end investors
- Supporting long-term client relationships through holistic engagement
With over 25 years of industry experience, First Rate, Inc’s offerings help financial firms address the evolving needs of their clients by delivering insights and tools that foster trust and understanding.
Who uses First Rate, Inc’s solutions?
First Rate, Inc serves a range of financial organizations, particularly those in wealth management seeking robust, transparent reporting. Their client and partner list includes firms such as:
- WTAX
- Azure
- FinMason
- Refinitiv
- Rimes
- TIBCO
- Fitek
- FIS
- SEI
- OWLESG
- ICR Partners
- AWS
- Accutech
- ACA
- Bondit
These relationships illustrate First Rate’s presence across both established financial service providers and technology partners.
How was First Rate, Inc started?
First Rate, Inc was co-founded by Dave and Trina Stone over 30 years ago with a commitment to serve clients, coworkers, and communities with dedication, humility, and gratitude. Their leadership has shaped the company’s culture and long-term approach to client relationships. Craig Wietz currently serves as President. More details on their philosophy and history can be found on the First Rate About page.
What makes First Rate, Inc different?
First Rate, Inc stands out for its holistic view of client engagement and long-term focus on adaptability. Their solutions are designed to meet the diverse and changing needs of financial firms, emphasizing transparency and client empowerment in investment reporting.
Use PromptLoop to Uncover Company Data
Looking for more company insights like this? PromptLoop helps you go deeper, providing unique data points and analysis on companies like First Rate, Inc and many others. Automate your research and find the information that matters most. Discover how PromptLoop can accelerate your market intelligence. Get A Free Demo to learn more.