Elevate Your Client Reporting with the First Rate + HiddenLevers Partnership Integration
Join First Rate + HiddenLevers for a joint webinar to discuss the newly built integration between the two platforms!
Learn how our intelligent data integration can allow your firm:
- Access to both solutions and capabilities without implementing an in-house platform.
- To receive portfolio and risk profiles, allowing your advisors to help make better investment decisions for their clients.
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.
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