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First Rate Named a Finalist in Five Categories in the 2021 wealthmanagement.com "Wealthies" Industry Awards Program prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.
First Rate Powers Sustainable Fund Research for Purpose Capital Advisors Share Article First Rate’s new Environmental, Social and Corporate Governance (ESG) analytics and performance reporting innovations will power Purpose Capital Advisors’ Blue Chip Sustainable Funds research For financial advisors, Blue Chip Sustainable Funds can be considered as building blocks in the construction of globally diversified sustainable and impact investing portfolios. ARLINGTON, Texas (PRWEB) June 03, 2021 First Rate, a leading provider of financial technology and services to the wealth management industry, today announced a partnership with Purpose Capital Advisors, a leader in sustainable and impact investing. Purpose Capital Advisors will utilize First Rate’s ESG analytics and performance reporting innovations to meaningfully enhance the value and reach of the Blue Chip Sustainable Funds research. ....
Share this article Share this article BOSTON, Dec. 16, 2020 /PRNewswire/ FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has been selected by First Rate, a leading provider of financial service solutions to the wealth management industry, to deliver ESG data from OWL Analytics via the FinRiver API. OWL Analytics, an alternative data company that focuses on environmental, social, and governance ESG research, became a FinMason data-redistribution partner back in June. We re excited to be bringing ESG data to our users, enabling them to paint a more holistic picture of their clients financial situations and options, said Bo McWilliams, Chief Technology Officer of First Rate. FinMason s state-of-the-art APIs allows us to integrate and deliver OWL s proprietary ESG rankings with minimal effort, reducing cost and accelerating time to market. ....