Vendor
First Rate
First Rate is a WealthTech company providing technology and service to help clients build their businesses.
Egchel, NL
Official websiteSector footprint
One company, every side of the market
WealthThis site
First Rate
First Rate is a WealthTech company providing technology and service to help clients build their businesses.
Capability matrix
| Capability | First Rate |
|---|---|
| Advisory Fee Billing | ● |
| Behavioral Assessment | ● |
| Performance Reporting | ● |
| Portfolio Management | ● |
Parent organization
First Rate
Founded
1993
Scale
1 sector presence