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

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.

Arlington, TX – July 9, 2019First 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 are 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.”


About First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our reporting solutions help financial firms create absolute transparency while empowering investors to simplify and better understand their financial world.

Through First Rate’s holistic view of engagement, we deliver adaptable and tailored solutions that sustain long-term relationships. With a proven track record including more than 25 years of experience, our relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

We design the best technologies and foster superior client relationships, enabling our partners to prosper by providing similar successful – and enduring – relationships to investors. First Rate gives financial firms peace of mind by delivering consistent, accurate results that are designed to address the specific needs of their business – and their investors. Website:

Follow us: @FirstRatePerf

About HiddenLevers

HiddenLevers is a risk technology platform providing next-level applications, analytics, and economic research for the wealth management space. With nearly $500 billion in assets on its platform, HiddenLevers offers client-facing and home office solutions aimed at financial advisors, asset managers, compliance teams, and corporate treasuries. The cloud-based platform includes a cutting-edge macro-scenario library, proposal generation, portfolio stress testing, model construction, and enterprise risk and revenue monitoring.


Follow us: @HiddenLevers

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