Webinar: OnPoint Reporting – Same Powerful Solution, New & Improved Evolution
Join First Rate as we unveil our new and oh-so improved OnPoint reporting solution!
Some highlights include:
- New design options for existing images – branding, color, and font to better align your investment story.
- Complete overhaul of our sub-report images to offer more flexibility in the types of graphs and data you want your investors to see.
- Enhanced and flexible theme options with three new previews of what’s available to you.
Fill out the form below to download the OnPoint Reporting Refresh presentation slides for a sneak peak into the new design and reporting options.
DISCLAIMER: ***The information contained in these documents is confidential, privileged, and only for the information of the intended recipient and may not be used, published, or redistributed without the prior written consent of First Rate, Inc. The opinions expressed are in good faith, and while every care has been taken in preparing these documents, First Rate, Inc. makes no representations and gives no warranties of whatever nature in respect of these documents, including but not limited to the accuracy or completeness of any information, facts, and/or opinions contained therein. First Rate Inc., its subsidiaries, the directors, employees, and agents cannot be held liable for the use of and reliance of the opinions, estimates, forecasts, and findings in these documents.
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.