First Rate Announces Integration with HiddenLevers to Provide Wealth Management Firms with Firm-Wide Risk Analytics and Performance

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This unique integration combines cutting-edge portfolio stress testing capabilities with an industry-leading investment performance and client reporting solutions provider. It allows for forward-looking portfolio risk to be coupled with historical performance and portfolio risk attributes that is unmatched in the industry.

The ability to leverage fully reconciled and accurate performance data and forward-looking risk attributes is pivotal to overseeing investor assets for wealth management firms.

First Rate, a leading provider of wealth management solutions to the financial services marketplace, and HiddenLevers, a cutting-edge, comprehensive risk monitoring and analytics platform, today announced an integration to enable wealth managers access to forward-looking portfolio analytics with historical portfolio results.

“By integrating with HiddenLevers, First Rate is enabling wealth managers to be better stewards of their clients’ investments,” said Marshall Smith, Chief Products Officer at First Rate. “The ability to leverage fully reconciled and accurate performance data and forward-looking risk attributes is pivotal to overseeing investor assets for wealth management firms.”

The HiddenLevers platform consists of institutional-grade risk analysis designed for portfolio and asset managers, but also offers an unparalleled visual experience that benefits client-facing advisors. The platform translates multi-variate stress testing and other risk analyses into a simple UX for financial advisors and clients to better understand portfolio strengths and vulnerabilities. Since business intelligence is key to wealth management, the platform also comes with Risk Monitor, a business intelligence dashboard designed for the C-suite. This allows users to track risk across assets, clients, revenue, and profitability from a firm-wide view down to a single financial advisor’s book of business.

The integration will broaden the scope and depth of both the HiddenLevers and First Rate client base, giving them access to unparalleled amounts of future and historical business intelligence and performance data.

First Rate clients will receive:

  • Access to the HiddenLevers platform and capabilities without the difficulty of designing, implementing, and supporting a data integration
  • The ability to push all portfolios into the HiddenLevers ecosystem and receive portfolio and risk profiles, allowing their firms and advisors to help their clients make better investment decisions

HiddenLevers clients will receive:

  • Simplified access and integration with a leading provider of IPAAS services that can power their wealth management ecosystem
  • Lower cost integration and support model

“Together, HiddenLevers and First Rate are excited to chart new waters in the wealth management space,” said David Ristau, Director of Business Development at HiddenLevers. “This integration showcases best-in-class wealth management solutions aligned with enterprise business intelligence, just when the market needs it most.”

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Emily Traxler

Christy Kendrick
@FirstRatePerf
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