Come unwind with us on the Embassy Suites Tejas Rooftop for a night of Texas-inspired cocktails and festivities!
First Rate & eVestech have teamed up to create the Next Generation of Client Servicing & Reporting!
eVestech: The all-in-one client messaging, scheduling, performance reporting, meeting, file sharing, communication solution you've been looking for.
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, and data analytics, our innovative technologies enable wealth managers to grow their business by providing strategic value to investors.
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