The venture is the first time that TD has integrated risk management software.
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With the help of the platform, TD Advisors can import portfolios into HiddenLevers to quantify the impact of forward-looking economic scenarios on clients’ holdings.
Meanwhile, TD also makes HiddenLevers available through its Soft Dollars program.
Raj Udeshi, co-founder of HiddenLevers, commented, "By integrating with HiddenLevers, TD has put its chips down — portfolio stress testing matters."
The TD Advisors who have subscribed to HiddenLevers can now set up automated import of portfolios, with updates made automatically as portfolios change.
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By GlobalData"Advisors can now spend more time with clients, instead of doing manual data entry," said Praveen Ghanta, product chief and HiddenLevers co-founder.
The future integration will involve performance tracking and bringing HiddenLevers into the Veo environment.
