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Website: https://www.factset.com/

FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to more than 8,200 global clients, including over 216,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms, and corporations achieve more every day with our comprehensive and connected content, flexible, next-generation workflow solutions, and client-centric specialized support. As a member of the S&P 500, we are committed to sustainable growth and have been recognized amongst the Best Places to Work in 2023 by Glassdoor as a Glassdoor Employees’ Choice Award winner. Learn more at www.factset.com and follow us on X and LinkedIn. 

Website: https://firstrate.com/

With more than three decades of experience, First Rate’s flexible and intelligent solutions focus on solving the evolving demands of the wealth management industry. We are a global growth oriented business on a mission to impact our coworkers, clients and communities in the regions in which we operate. First Rate is a privately held company trailblazing the WealthTech industry with data aggregation, performance calculation, client reporting, and data analytics. Our innovative solutions and insights enable wealth managers to grow their business by providing strategic value to their investors.