First Rate

Technology Providers (Client Portals)

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 relationships to


First Rate + Wealth Access = On-Demand Reporting in a Digital Experience

First Rate and Wealth Access join forces to produce a unique partnership designed to allow advisors with the ability to provide performance and client reporting through the Wealth Access client portal.

The wealth management industry is inundated daily with new solutions, software, and client portals to help transform the digital experiences of advisors and end investors. With robo- advisors and the passing down of wealth, firms are having to proactively address the lack of transparency in
the wealth management investor experience. The partnership between First Rate and Wealth Access allows clients the ability to transform their digital experiences to meet the needs of what’s happening in the industry and stay ahead of robo-advisors, all without converting off of legacy trust and broker dealer platforms.

This on-demand integration means clients can run OnPoint Performance Reports in the Wealth Access online portal without a conversion onto a new platform. Instead, the firm can pull all its legacy statements, performance reports, and other data into the online portal via an API architecture, then showcase it in a delivery mechanism or client vault that puts the information into the investors’ hands across all mobile and web platforms.

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Key Business Leader

Craig Wietz

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