Wealth administration reporting supplier First Charge is integrating with danger analysis software program supplier HiddenLevers, in line with an announcement. The combination means bank-based wealth administration professionals can have entry to HiddenLevers’ stress testing and portfolio analytics for securities and accounts plugged into First Charge.
For years, broker-dealers and RIAs have been utilizing the enterprise intelligence and stress testing supplied by HiddenLevers, however this new integration will assist present bank-based wealth administration professionals with related capabilities. "Collectively, HiddenLevers and First Charge, are excited to chart new waters within the wealth administration area," stated David Ristau, director of enterprise improvement at HiddenLevers. "This integration showcases best-in-class wealth administration options aligned with enterprise enterprise intelligence simply when the market wants it most."
First Charge works with “a whole lot” of wealth administration divisions at banks, stated a HiddenLevers spokesperson. “That is the primary time these shoppers can have entry to HiddenLevers options,” she famous.
Post a Comment