NEW YORK, NY--(Marketwired - Feb 11, 2014) - Raymond James Financial, Inc. (
"The Hidden Levers application helps facilitate more meaningful discussions of potential portfolio risks and scenario implications between advisors and their clients," said Scott Curtis, President, Raymond James Financial Services.
As volatility comes back into equity markets, Raymond James advisors can take advantage of HiddenLevers economic scenarios like Bad News BRICS, and Tech Bubble 2.0, and End of QE. The toolkit gives them the ability to visualize downside risks, discover hedging strategies, and provide an interactive client facing experience, all from the same platform.
"There's no better firm I can think of than Raymond James to be our first big commitment in the independent broker-dealer space," said Raj Udeshi, Co-founder of HiddenLevers. "We are impressed that such a sought-after organization was quick to recognize the value proposition of portfolio stress testing."
Details of Deal
HiddenLevers scenario modeling has been integrated into the Raymond James Goal Planning & Monitoring platform. Users will have single sign-on access to stress test portfolios directly from their financial planning screens. Ultimately, Raymond James advisors who subscribe will be able to access their account positions within the cloud-based portfolio stress testing toolkit. Also, all Raymond James advisors will have access to the War Room, HiddenLevers' recurring macro-coaching webinar.
"Our advisors who choose to subscribe to HiddenLevers will have a unique capability to demonstrate how potential economic and market scenarios may affect not only their portfolio values, but also the achievement of their personal goals," said Patrick O'Connor, Senior Vice President, Raymond James Wealth, Retirement & Portfolio Solutions. "With the integration of Goal Planning & Monitoring and HiddenLevers, we continue to demonstrate our commitment to industry leading technology to support our advisors."
HiddenLevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based toolkit includes a macro scenario library, scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output. HiddenLevers is based in New York City.
About Raymond James Financial, Inc.
Raymond James Financial, Inc. (
- Raymond James
- financial advisors