@FirstRatePerf

First Rate exists to help wealth management companies grow and thrive as stewards of their clients' investments.

 Arlington, TX
FirstRate.com
Joined February 2010
  • Tweets1.8K
  • Following242
  • Followers356
829Media
We're so thankful for Tricia Duffy, an impassioned volunteer of CCA who has helped thousands of families in need. Thank you @FirstRatePerf for featuring her in #FootstepsFriday! #ccahelps #FirstRateLiving
First Rate@FirstRatePerf23 Oct 2020
This week's #FootstepsFriday features the First Rate Products Fulfillment Manager & impassioned volunteer of @CCALewisville, Tricia Duffy. go.firstrate.com/generationa… #FirstRateLiving #Love #Give #Serve #Enjoy #CompanyCulture
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First Rate retweeted
ActiveBatch Workload Automation@ActiveBatch28 Oct 2020
How are other companies using #automation to save time and resources? Read @FirstRatePerf's #workloadautomation success story here: hubs.ly/H0yS3pp0 #nocode #lowcode #SLA #growth
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Students! Want to learn about career opportunities in investment management from our lineup of exhibitors?! REGISTER cfainst.is/SCDsocial @Nasdaq @Refinitiv @pgim @StateStreetETFs @MorganStanley @WellsFargo @Fidelity @FactSet @PIMCO @Wellingtonmgt @PNCBank @FirstRatePerf
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Two @FirstRatePerf employees decided to provide members of their department $15 per day to spend at a local restaurant as employees work from home. Management decided to follow their lead, expanding it to all employees ➡️ ow.ly/ZEkH50z1lNQ #ShopLocal #ArlingtonKindness
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BlackRock CEO’s push toward ESG investing highlights the power he wields over the direction of corporate America, writes @jmackin2 #ESG #impactinvesting #fintech #wsj wsj.com/articles/replacing-t…
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Grateful to have @rbethmann from @FirstRatePerf come chat with my class today about Personal Financial Literacy! Invested in the community
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Great partnership between @TiburonAdvisors and @ywamsdb #homesofhope @FirstRatePerf
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Great day to support your community through north Texas giving day. northtexasgivingday.org/
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Take a look! 😃 Our #wealthtech Monday's issue is come out! See the recent industry’s updates from @FacetWealth, @xtiva, @SoFi, @FirstRatePerf, @AssetMark, @xignite, @DriveWealth and so forth. Read our Wealthtech Weekly Digest here: wealth.insart.com/wealthtech…
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Hi there! Want to stay ahead on #WealthTech innovation? 😃 Follow the breaking news from the leading #fintech companies as @PersonalCapital, @FirstRatePerf, @Betterment, @Addepar, @orionadvisor and so forth. Find out our Monday's issue here: wealth.insart.com/wealthtech…
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New #FiduciaryStandard rule won't make your Broker into an Angel. wsj.com/articles/a-new-rule-… via @WSJ
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First Rate retweeted
INSART@insart17 Jan 2019
We found out that @FirstRatePerf has a platform that helps the company train their developers in the #wealthmanagement space. It’ so similar to what we at @insart do within our #FinTech Engineering Approach wealth.insart.com/first-rate…
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Honored to be an official member of the 2019 Forbes Communications Council for a second year. Keeps F2 Strategy at the forefront of industry trends and thought leadership that flows to our clients!
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The rise of NEW Alternative Asset Class. We need #GIPS2020 guidance statement, TWRR or MWRR? Luxury assets, including fancy diamonds, fine wine and vintage cars, brought investors the best returns in 2018 @DSpauldingAtTSG⁩ ⁦⁦@CFAinstitute⁩ wsj.com/articles/the-best-in…
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Great to see the fantastic #marketing team at @FirstRatePerf Emily Traxler & Julie Wyndom working the booth at #T32018
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It's no surprise but also a huge honor for .@FirstRatePerf to be inducted into @arlingtontx Business Hall of Fame. Check out a few clips of employees and community members impacted by @FirstRateLiving @davidastone buff.ly/2R1yOzP
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First Rate retweeted
Xtiva@xtiva28 Nov 2017
Let's make an impact today and GIVE MORE. #GivingTuesday “A life is not important except in the impact it has on other lives.” ~ Jackie Robinson (1919–1972)
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BITA risk announces strategic partnership with First Rate: corfinancialgroup.com/news/b…
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Wall Street’s race to zero hasn’t included the fees paid to human #financialadvisers—but that is starting to change #WealthManagement #Investing #Fintech wsj.com/articles/the-price-o…
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First Rate retweeted
BAM Global@bamglobal22 Sep 2018
A BIG thanks to all our sponsors for making this happen! #BAMphilly18 BAM Global @BAMGlobalTT Enterprise Stewardship @EStewardship3 First Rate @FirstRatePerf Movaci @Movaci Olive Technology @OliveTechnology Transformational Impact @robertmcfarland Agency Boon @agencyboon
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