Our #LGSEPodcast focuses on our four core values #Love #Give #Serve #Enjoy. The second episode features First Rate Products Fulfillment Manager, Tricia Duffy, to talk about @CCALewisville and how LOVE & GIVE has helped the lives of those less fortunate: lnkd.in/ecbjadg

Thank you for the feature, @wealthtech_club! wealth.insart.com/first-rate…

As a proud woman-led fintech firm, we #ChooseToChallenge the systems, ideologies, and stereotypes that create hindrances in achieving #GenderEquality. Hear from our First Rate team on what they chose to challenge: lnkd.in/gAaKtGC #IWD2021 #internationalwomensday2021

#2020 has been one for the books, and I bet you all are as excited for a fresh start as we are. From all of us at First Rate we wish you all the best as we enter a brand new year. #HappyNewYear #2021

Hear directly from our employees as they share how they have chosen to live out each of our values at work, at home, and in their communities in 2020 and how they plan to in 2021: go.firstrate.com/how-first-r… #firstrateliving #love #give #serve #enjoy #companyculture #companyvalues

May your holiday be blessed with the love and warmth of family and friends. #HappyHolidays from all of us at First Rate! #MerryChristmas #HappyHanukka #HappyKwanzaa

First Rate selects @FinMasonInc to deliver Owl Analytics' #ESG data using #api technology. Read full Press Release: go.firstrate.com/first-rate-…

It’s time to reimagine & redefine the valuable characteristics of #fintechs as the ending for many traditionally styled #FastandFurious #FintechUnicorns have been catastrophic. Here are 3 reasons why:go.firstrate.com/fintech-uni… #WealthManagment #Wealthtech #InvestmentPerformance

Disruption. #Innovation. Changing the paradigm. #Fintech and the agile #WealthManagement firms that take advantage of it, are pushing the boundaries. Here are the top 3 ways that technology is evolving to support industry trends & changes: go.firstrate.com/evolving-we…

Does the new #ESG #DOL proposal ensure clarity & consistency for #fiduciary duties? Or is it a potential hindrance for #ESG #investors? go.firstrate.com/esg-dol-pro… . . . #wealthmanagement #sustainableinvesting #responsibleinvesting #sriinvesting #esginvesting

With trust and reliability on the line, learn how sticking to your core competencies and establishing the right environment by trusting the experts for innovation and support can allow your firm to continue to grow and thrive with your clients. go.firstrate.com/advisors-ne…

Growth is exciting, but also challenging. How will you meet diverse client expectations at scale? Don't bear the burden alone. Here are 4 areas your firm should trust the experts! go.firstrate.com/expanding-i… #WealthManagement #Fintech #WealthTech #Compliance

#ESGInvesting is on the rise - Investors can curb impact on their investments from market volatility, while also #investing in responsible organizations. Here are 3 Things #WealthManagers need to know before implementing an #ESG strategy for their clients:go.firstrate.com/what-is-esg…

Disruption. #Innovation. Changing the paradigm. #Fintech and the agile #WealthManagement firms that take advantage of it, are pushing the boundaries. Here are the top 3 ways that technology is evolving to support industry trends & changes: go.firstrate.com/evolving-we…

With greater discretion comes a higher potential for abuse. With a steady trend of firms adopting #RepasPM programs, a strategy is needed to manage & monitor activity. Learn how your executive team can oversee and manage outliers across your firm: go.firstrate.com/firms-look-…

Data is key, however, how you deal, interpret, process, & house that data can impact your success & ability to scale your business. Learn what areas could be affecting the integrity of your data & how to fix it: go.firstrate.com/compartment… #investmentperformance #dataaggregation

#WealthManager vs #WealthSteward is not just a choice of semantics. Stewardship is another level of commitment to the standards & personal goals of their clients. How is your firm making that commitment to be Wealth Stewards? go.firstrate.com/what-is-wea… #WealthManagement #Fintech

As #investor interests rise, #WealthManagers are anxious to incorporate an #ESG strategy. Learn what things your firm needs to consider before jumping all the way in, and how to incorporate best practices: go.firstrate.com/a-practical… #SustainableInvesting #ESGinvesting