Come share your insights on topics like Digital Transformation & Automation, Alternative Assets & ESG Investing, Personalized Investment Solutions, AI & Machine Learning, & the Rise of Robo-Advisors & Direct-to-Consumer Models.

First Rate: For more than 30 years, First Rate’s flexible and intelligent solutions have focused on solving the evolving demands of the wealth management industry. Through data aggregation, performance calculation, client reporting, data analytics and compliance, our innovative technologies enable wealth managers to grow their business by providing strategic value to investors.