First Rate, Inc

"Passive investing isn't merely about tracking the market—it’s about understanding where your returns are truly coming from.” ? In today’s fast-paced financial landscape, passive investments are often hailed as the go-to strategy for their low costs and market-tracking benefits. But is that where the story ends? ? Read our Article to:? ???Understand how?performance attribution?breaks down your returns and reveals the real contributors. ???Learn how passive and active investments?complement each other?to drive?alpha?and improve risk-adjusted returns. ???Discover the power of?alpha diversification?and why a balanced approach can maximize portfolio performance. ? Explore how passive strategies can go beyond the basics by unveiling the hidden drivers behind portfolio success using performance attribution. ? https://lnkd.in/ghfJZ8Em #InvestmentStrategies #PerformanceAttribution #PassiveInvesting #AlphaDiversification #WealthManagement #PortfolioOptimization #ActivevsPassive #PortfolioOptimization #AlphaGeneration #RiskManagement #InvestmentPerformance #FinTech #AssetManagement ?

?? Excited to be at the Family Office Fintech Summit in New York today, hosted by the Family Wealth Report. It’s been an incredible day of discussions around the challenges family offices face when managing complex data. Here are a few key takeaways from today’s conversations that really stood out: ?????????? ???? ?????? ?? ????????????????. While tools exist to dissect and display data, having a strong core single source of truth is essential for all platforms that sit on top of it. ??????’?? ?????????????? ????????’?? ?????????????? ??????????????. If you’re happy with your current accounting, aggregation or reporting solutions, there’s no need to overhaul the entire solution. Instead, focus on addressing the specific gaps. ?????? ?????????? ???????????? ???? ?????? ????????—??????????’?? ???? ??????-????????-????????-??????. When evaluating a technology partner, it’s crucial to outline your workflows first. Determine whether you need licensed tech alone or a combination of tech and managed services, whether outsourced or insourced. At First Rate, we’re passionate about helping family offices navigate these challenges with tailored solutions. While we're known for our strong presence in private banking, our aggregation and reporting solutions are also making an major impact in the family office space. It's encouraging to see how technology is evolving to address the complexities of multigenerational wealth management and investment operations. If you want to learn more about how we may help, feel free to message me. #FamilyOffices #Fintech #WealthManagement #DataSolutions #FirstRate #InvestmentOperations #WealthTech First Rate, Inc Surya S. Ryan Kerry Stephen Harris April Rudin Emily Traxler Logan Taylor Nick Rod

The future of wealth management is evolving, and task-specific AI is at the forefront of this transformation. In this article we are exploring the potential of Agentic AI, a powerful tool designed to streamline complex tasks, empower advisors, and provide more personalized experiences for clients. With its ability to automate and optimize processes, Agentic AI is set to redefine efficiency in wealth management, freeing up time for advisors to focus on what matters most—building stronger client relationships. Read more about how Agentic AI is shaping the future of the industry in our latest blog: https://lnkd.in/gmbS5vGG #WealthManagement #AI #AgenticAI #Innovation #TechInFinance #FirstRate

?? It's here! The Special Edition of our Whiskey & WealthTech Podcast from #TSG’s #LondonPerformanceandRiskSummit is now live! ??? Join industry expert panelists Alex Serman, CIPM, Alexander Shalson, Paul Farrar, and moderator Steve O'Brien, as they dive into the future of AI in wealth management. Discover how AI is revolutionizing performance reporting and reshaping the financial landscape. ?? Listen now: [Links to podcast in comments] #WealthManagement #AI #PerformanceReporting #TheSpauldingGroup #AgenticAI #WealthTech #FinTech #InvestmentPerformance #PerformanceMeasurement #PodcastRelease #NowLive

?? It's here! The Special Edition of our Whiskey & WealthTech Podcast from #TSG’s #LondonPerformanceandRiskSummit is now live! ??? Join industry expert panelists Alex Serman, CIPM, Alexander Shalson, Paul Farrar, and moderator Steve O'Brien, as they dive into the future of AI in wealth management. Discover how AI is revolutionizing performance reporting and reshaping the financial landscape. ?? Listen now: [Links to podcast in comments] #WealthManagement #AI #PerformanceReporting #TheSpauldingGroup #AgenticAI #WealthTech #FinTech #InvestmentPerformance #PerformanceMeasurement #PodcastRelease #NowLive

Last week we co-hosted an private event with Compeer Limited at The NED in #London, where we discussed ???????????????????? ???????????? ?????????????????? ???? ???????????? ???????????????? ???????????? ??????????????????????????. A special thank you to all the firms that participated, contributing to valuable conversations. Some key takeaways from our discussion: ?? Personalized reporting at scale is essential for building deeper client relationships while managing larger portfolios. ? Data integrity is the foundation—reports are not valuable without accurate, reliable data. ?? Agentic AI will (IS) transforming reporting, freeing up time for wealth managers to focus on strategy rather than manual processes. ?? Transparency and trust are more important than ever, with clients demanding more granular and timely insights. We’re excited to continue these topical roundtable discussions! Stay tuned for our next event in Q1 2024. If you'd like to participate, or simply interested in exchanging further insights feel free to email me or send a message. #WealthManagement #ClientReporting #Personalization #DataIntegrity #AgenticAI #Innovation #EventRecap #WealthTech First Rate, Inc Surya S. Nayan Madhamshettiwar Bhaven Patel

This has been one of the most rewarding trips, both personally and professionally, that I’ve gotten to take with First Rate, Inc. Two weeks in three countries visiting our global offices, collaborating with partners, and meeting new contacts has been incredible. ?? I appreciate our partners at TSG having me as a panelist on AI in the performance, reporting, risk and benchmark space in London. As well, a big shout out to our partners at InvestSuite for helping us put on a private event in Brussels to showcase future integrations. ?? I’m looking forward to seeing the growth these opportunities present and to get to visit these places and people more in the future. I can confirm SABINE ADAMS and Dr. Ahmad El-Katib only got a little sick of me by the end of the trip. ?? Be on the lookout for a few Whiskey&WealthTech episodes from the trip featuring our other AI panelists and moderator, Alexander Shalson, Paul Farrar, and Steve O'Brien as well as a uniquely located episode with Bart Vanhaeren, and finally an end of year special with Nayan Madhamshettiwar. ?? #wealthmanagement #firstrateliving #india #uk #belgium

How is your firm embracing Agentic AI? As AI continues to evolve, many #WealthManagement firms are beginning to explore Agentic AI - a more autonomous form of AI capable of making complex decisions and adapting in real time. We want to hear from you! Are you embracing Agentic AI technology to streamline operations, enhance client personalization, or perhaps you're still exploring its potential? Take our poll and let us know where your firm stands in leveraging this next-gen technology in both back office and front office operations. ?? Join the conversation and vote now! #AI #AgenticAI #WealthTech #FinancialServices #Innovation #Banking #Trusts #FinTech #AIinFinance #WealthManagement #InstitutionalInvesting #WealthStewardship

?? Stay Tuned 10.2.24 for a Special Edition of our Whiskey & WealthTech Podcast Episode!??? ? We're thrilled to announce that our Managing Director of Wealth & Institutional, Alex Serman, CIPM, along with Dr. David Spaulding, DPS, CIPM, Steve O'Brien, Alexander Shalson, and Paul Farrar were featured on a panel led by TSG's Patrick Fowler at the #LondonPerformanceandRiskSummit.? ? Tune in as industry experts discuss the future of AI in wealth management, with Alex sharing how First Rate is leveraging AI to transform performance reporting. Stay tuned for the full podcast release next week from this dynamic discussion! ? ?? Coming soon: Get ready to dive into the world of AI and its game-changing role in wealth management. ? #WealthManagement #AI #PerformanceReporting #TheSpauldingGroup #AgenticAI #WealthTech #Fintech #InvestmentPerformance #PerformanceMeasurement

Upon my first week back from paternity leave, I headed back to #Zurich and #Geneva, where Surya S. and I attended the PCD GROUP events and connected with EAMs, private banks, and family offices. One thing is clear—there’s a strong focus on overcoming key challenges in aggregating, analyzing, reporting, and maximizing the potential of their data. The ???? Swiss #wealthtech landscape is primed for innovation and local providers who can deliver best in class solutions in a cohesive client experience. I’m energized by the conversations and opportunities that lie ahead for First Rate, Inc! #wealthmanagement #clientreporting #dataaggregation #Switzerland First Rate Ventures