Patrick Flaherty
director, product manager - performance and integrations at First Rate, Inc - Arlington, Texas, US
Patrick Flaherty's Colleagues at First Rate, Inc
SABINE ADAMS
Fort Worth Metroplex - Senior Operations Manager / Senior Client relationship Manager
Patrick Flaherty's Contact Details
(817) 525-1900
First Rate, Inc
Patrick Flaherty's Company Details
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world. Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.