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March 25, 2013 15:04 ET | Source: First Rate

First Rate's 22nd Performance Conference Opens With Highest Attendance Ever

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...
February 13, 2013 10:11 ET | Source: First Rate

First Rate to Speak at RIA Summit About Fee Manager(TM) to Help Maximize Returns

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...
January 15, 2013 09:07 ET | Source: First Rate

First Rate Receives Final 2011-2012 SOC2 Type 2 Report

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...
October 24, 2012 09:10 ET | Source: First Rate

Leading Brokerage Provider Chooses 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...
September 11, 2012 09:08 ET | Source: First Rate

First Rate to Launch Mobile Application for iPad in First Quarter

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...
May 03, 2012 09:10 ET | Source: First Rate

First Rate Receives SSAE 16 Type 2 Certification for the Ninth Year

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...
April 25, 2012 09:00 ET | Source: First Rate

First Rate Data Center Facilities Receive Tier 3 Designation

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...
April 17, 2012 09:11 ET | Source: First Rate

First Rate Announces OnPoint(TM), the Next Generation of Investment Performance

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...
June 29, 2011 15:51 ET | Source: First Rate

Wealth Management in a Post-Madoff World Focus of First Rate Financial Performance Conference

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...
May 04, 2011 18:32 ET | Source: First Rate

First Rate Knows Customer Service is Market Differentiator for Financial Services Industry

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...