Access the whole Fintech integrations ecosystem in one place. Grow your business through partnerships.
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its 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, the company delivers adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, its relentless focus on meeting the diverse needs of our partners is unmatched in the industry.
Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.