Performance Tracker, Client Reporting Firm Names General Manager For Wealth Platform

Tom Burroughes

5 September 2014

First Rate, which provides performance measurement and client reporting solutions for the financial services industry, has named Patrick Flaherty as general manager of the ARKON Wealth Management Platform.

He will oversee operations of the ARKON business unit including developing and maintaining client and partner relationships, the Arlington, TX-based firm said in a statement yesterday.

ARKON is described by the firm as a “comprehensive and robust wealth management platform enabling wealth managers to master their workflow and optimize client relationships”. The solution combines CRM, investment performance measurement, client reporting, fee management and portfolio oversight on a single platform.