HiddenLevers Offers Free Portfolio Stress Testing as Black Swans Gather

ATLANTA, March 17, 2020 /PRNewswire/ -- As the global pandemic is morphing into a global recession, financial advisors face incredible demands for discussions around risk, in both client retention and new client engagement. HiddenLevers, a premier technology provider in the wealth management space, is inviting in new customers for a 30-day free trial until the end of March, to help meet that demand.

"This is a watershed moment for the wealth management space, especially with regard to risk tech platforms," said Jeff Baker, a member of HiddenLevers Business Development team. "Our functionality enables the nuance that coronavirus conversations deserve, and the current black swans show why our scenario-based approach is so valuable. Our commitment to fiduciary advisors is what made us take action today."

For a limited time, HiddenLevers is having an open house for its Advisor Platform, with access to trending scenarios like Coronavirus, Global Recession, Negative Rates, and Oil Price War, which speak directly to the current market upheaval.

"As we hit peak uncertainty, we want the whole industry to see what best-of-breed portfolio stress testing looks like. That includes macro risk parity, quality black swan analysis, interactive scenario modeling, and even stress testing for financial plans," said Raj Udeshi, a HiddenLevers Founder. "We are trying our very best to get it right, and we want to lower the barrier to entry at a time when wealth management professionals could use us most."

The value of HiddenLevers in periods of high volatility is to help advisors prevent panic selling, to discover hedges, and to showcase hedges put in place.

"In times like this, the volatility is normal pitch just doesn't cut it for advisors. What's happening right now is seriously abnormal," said Clark Jeffries, another Business Development team member. "The coronavirus + recession discussion using HiddenLevers is hyper-visual, data-focused, and engenders calm. The workflow balances the good, baseline, and ugly possibilities and shows how priced in each of those outcomes is so that nervous clients don't sell at the lows."

To access the free 30-day trial, please visit HiddenLevers website, and use the discount code COVID19. This offer will be honored through 31 March 2020.

About HiddenLevers

HiddenLevers is a technology platform, providing next-level applications, business intelligence, risk analytics and economic research for the wealth management space. With platform assets nearing $520 billion, HiddenLevers offers client experience, business intelligence, and home-office solutions aimed at financial advisors, asset managers, and wealth management executive teams. The cloud-based platform includes a macro-scenario library, proposal generation, portfolio stress testing, model construction, and enterprise monitoring of risk, revenue, and KPI. HiddenLevers was founded in 2009 and remains a self-funded company, with headquarters in Atlanta.

Media contact:
Ashleigh Nails
[email protected] 
470.408.2871

SOURCE HiddenLevers

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