Client One Securities LLC Chooses First Rate to Launch All-in-One Wealth Management Solution

Share Article

ARKON, First Rate’s newest wealth management solution, will provide Client One scalable and translatable growth with a single, purpose-built, cloud-based customer-relationship management system

News Image
Once we delved deeper into combining client reporting, customer relationship management (CRM) capabilities and practice management, it seemed like a natural fit to choose First Rate’s ARKON

First Rate, a leading provider of wealth management and client reporting solutions for the financial services industry, today announced Client One Securities, a full service broker dealer and registered investment advisor, has selected ARKON as its integrated wealth management solution.

“We were initially looking for a reporting solution to support the efforts of our advisors,” said Client One President Mike Tuma. “Once we delved deeper into combining client reporting, customer relationship management (CRM) capabilities and practice management, it seemed like a natural fit to choose First Rate’s ARKON.”

Client One manages approximately $900 Million in assets and is focused on streamlining its current capabilities with an integrated, comprehensive and relationship-centric wealth management platform. ARKON will provide Client One with the ability to support its practice and client relationships from a single platform. This includes the CRM capabilities, but also the ability to do email archival, file archival, client portal and practice management. The solution further encompasses First Rate’s reporting capabilities directly within the CRM providing quick access to client returns, allocation and practice branded performance reporting.

Client One will also launch Lightning within the ARKON structure, which aims to provide streamlined reporting options backed by the full complement of First Rate’s reporting capabilities. Lightning, First Rate’s turnkey client reporting solution, focuses on supporting firms and institutions with growing operations.

“Client One becomes our third client to sign onto the ARKON platform,” said First Rate’s General Manager Patrick Flaherty. “They are a rapidly growing firm and First Rate is elated to provide the best solution and evolving technology to its advisor practices. With ARKON’s streamlined and integrated approach, Client One is able to concentrate on nurturing client relationships and growth.”

Contact First Rate today to see how ARKON can help benefit your wealth management firm. For more information on Client One, visit http://www.client1securities.com.

Disclosure

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Member FINRA/SIPC and an Investment Advisor

© 2015 Client One Securities, LLC. All Rights Reserved.

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Emily Traxler

Kathryn Stone
@FirstRatePerf
Follow >
First Rate, Inc

Visit website