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First Rate Acquires Wealth Management Platform And Partners For

First Rate Acquires Wealth Management Platform And Partners For

04/26/23, 11:04 AM
Industry
financial services
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions.

Company Info

Company
First Rate
Company info
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment strategies for their clients. It’s technology as it should be. First Rate Press Release Copyright © 2023

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