Fintech Integration Marketplace

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First Rate

First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Its 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, the company delivers adaptable and tailored solutions that sustain long-term relationships. With a proven track record, including over 25 years of experience, its relentless focus on meeting the diverse needs of our partners is unmatched in the industry.

  • Investment Performance
    First Rate’s investment performance platform allows your firm to analyze data and assess risk with information that you can trust.
  • Regulatory Surveillance
    Our powerful surveillance and oversight automation tool is designed to meet the needs of regulatory compliance.
  • Customized Reporting
    First Rate’s customizable and robust reporting tools are scalable to fit the unique needs of investment managers and their clients.
  • API and Interation
    Our APIs allow for clients and partners to integrate First Rate’s state-of-the-art solutions into other products and platforms.
  • Data Aggregation
    Our automated platform consolidates client information to provide insights with a comprehensive view of the full investment story.
  • Fee Management
    First Rate’s fee management system is designed to manage financial advisors’ billing complexities quickly, effectively, and securely.
  • The All-in-One CRM
    First Rate’s CRM is a comprehensive and robust client reporting platform that enables wealth managers to master their workflow.

Companies that integrate with First Rate

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

HiddenLevers equips financial advisors, asset managers, and wealth management executives with portfolio stress testing, investment proposal generation, and risk monitoring tools.

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