First Rate · Mar 8, 2021 · 11:07 PM UTC

First Rate

First Rate@FirstRatePerf8 Mar 2021

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

First Rate · Jan 1, 2021 · 3:02 PM UTC

First Rate@FirstRatePerf1 Jan 2021

#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

First Rate · Dec 29, 2020 · 7:01 PM UTC

First Rate@FirstRatePerf29 Dec 2020

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

First Rate · Dec 25, 2020 · 3:02 PM UTC

First Rate@FirstRatePerf25 Dec 2020

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 · Nov 20, 2020 · 5:09 PM UTC

First Rate@FirstRatePerf20 Nov 2020

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

First Rate · Nov 6, 2020 · 3:34 PM UTC

First Rate@FirstRatePerf6 Nov 2020

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

First Rate · Nov 5, 2020 · 10:26 PM UTC

First Rate@FirstRatePerf5 Nov 2020

#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…

First Rate · Nov 4, 2020 · 4:28 PM UTC

First Rate@FirstRatePerf4 Nov 2020

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…

First Rate · Oct 30, 2020 · 8:56 PM UTC

First Rate@FirstRatePerf30 Oct 2020

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-…

First Rate · Oct 26, 2020 · 9:51 PM UTC

First Rate@FirstRatePerf26 Oct 2020

Despite the strange & unexpected that 2020 has brought, First Rate has continued to push forward & strive for excellence. Here's 5 ways we have continued to evolve: go.firstrate.com/first-rate-… #FirstRateLiving #CompanyCulture #Love #Give #Serve #Enjoy