Global Financial Private Capital, a US-based RIA, has chosen HiddenLevers portfolio stress testing platform as the central technology tool to aid the growth of advisors.
The deal will enable Global Financial to offer sales training on the HiddenLevers risk analytics and reports, which will include the macro context in advisor-prospect conversations.
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HiddenLevers co-founder Raj Udeshi said: "2015 has brought renewed market volatility, and investor concerns about macro uncertainty are only rising. Without dynamic engagement around risk in your advisory practice, you’re no better than a robot."
Global Financial will also leverage the partnership to use HiddenLevers stress testing platform that employs imagery and interactive functionality as a financial planning tool.
Global Financial Private Capital CEO Michael Dixon said: "HiddenLevers lets you change assumptions on the fly, and provides very humanizing language and visuals. The idea is to have Global Financial advisors use stress testing to actually build closer relationships with their clients."
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