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June 3, 2021

Cardea Capital taps Orion and HiddenLevers to enhance adviser-client relationship

By Verdict Staff

Cardea Capital, an Atlanta-based RIA, has teamed up with Orion Advisor Solutions and HiddenLevers to enhance its adviser client relationship.

As part of the tie-up, Cardea will leverage the portfolio stress-testing and risk analytics of HiddenLevers, incorporated within Orion’ wealthtech platform.

Cardea already use Orion as the core of its technology systems and will now leverage HiddenLevers to augment its turnkey asset management program (TAMP) offering.

It is expected to help the firm in enhancing portfolio management capabilities and engage clients with interactive portfolio analysis and real-time stress-testing.

Cardea Capital national consulting director Rob Schmidt said that leveraging Orion and HiddenLevers allows the firm to enhance the investment experience and provide greater customisation to its investment advice.

Orion founder and CEO Eric Clarke said: “There is hardly a better way for advisors to explain their models than against the visual macro backdrop offered by HiddenLevers.

“The interactive storytelling and sound risk model let advisors show clients the good, bad, and ugly futures right alongside each other, and the potential impacts of each on their investments. This is how it’s done at the highest levels of private wealth management, and now that includes Cardea.”

Orion acquired fintech platform HiddenLevers in April this year, adding stress-testing, investment proposals, and model construction workflows to its core technology platform.

Cardea is said to be the first customer to tap the technologies of both firms after the finalisation of the deal.

In 2019, Orion snapped up Advizr, a financial planning software provider headquartered in New York.

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