HiddenLevers, the portfolio stress testing platform for financial advisors, has announced that it now offers portfolio integration with Advent Software’s Black Diamond portfolio management, reporting, and rebalancing platform.
Advisors on Black Diamond can now import client portfolios directly into the HiddenLevers application, gaining access to its full suite of portfolio stress testing and scenario modeling tools.
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Mapping the correlations between 130 macro-economic indicators, industries, and securities, HiddenLevers enables advisors to stress test the impact of big picture economic and market scenarios on client portfolios.
The integration helps firms using Black Diamond who subscribe to HiddenLevers to access their account positions within the HiddenLevers cloud-based application, giving them the ability to visualize market beta risk, showcase hedging options, and provide an interactive experience for clients, all from the same HiddenLevers toolkit.
"In today’s evolving marketplace, managing risk is a top priority for advisory firms," said Dave Welling, Senior Vice President and General Manager, Black Diamond.
"It’s a core part of our philosophy to collaborate and integrate with other best-in-class technology companies in order to improve the experience of our clients and to help them serve clients and grow with scale. The HiddenLevers application offers our clients access to new risk management and analytical capabilities, and can help facilitate a deeper level of discussion with their clients through interactive reporting and commentary."
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By GlobalData"For such a large organization, their team implemented this integration between HiddenLevers and the Black Diamond platform at startup speed," said Praveen Ghanta, Co-founder of HiddenLevers. "We’re happy to extend our portfolio stress testing technology to advisors using their platform."
