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First Rate

The Heart & Soul of WealthTech

Description

A global leader in WealthTech with more than 30 years of experience. First Rate provides innovative technology solutions to the wealth management industry.

This on-demand integration provides performance and client reporting through WealthAccess’s digital client portal.

Quick Details
Type
Performance Reports
Integration
Pre-Built
Website
https://firstrate.com/
Support
https://firstrate.com/#MainContactForm

How it Works

Advisor must be integrated with First Rate

  1. Go to admin > integrations > First Rate.
  2. Add new > search for existing advisor and give any number for First Rate client ID and aggregate ID

 

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  1. Go to that advisor.
  2. Setup > Integrations > First Rate

 

  1. Setup templates for reports

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  1. Add new

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  1. Additional dev steps to add FR report group.

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