SOURCE: HiddenLevers


October 08, 2014 10:00 ET

HiddenLevers Completes Integration with Advent's Black Diamond

NEW YORK, NY--(Marketwired - Oct 8, 2014) - HiddenLevers, the portfolio stress testing  platform for financial advisors, today announced that it now offers portfolio integration with Advent Software Inc.'s (NASDAQ: ADVS) 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.

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."

"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."

About HiddenLevers
HiddenLevers is quickly becoming the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. The cloud-based platform includes a library of macro scenario research, portfolio stress testing, risk profiles for portfolios, automated risk monitoring, and thoughtful client-facing output. HiddenLevers is based in New York City. 

About Advent
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,300 firms in more than 50 countries -- from established global institutions to small start-up practices -- to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit

About Black Diamond
An independent business group of Advent Software, Black Diamond provides investment advisors and wealth managers with a cloud-based portfolio management platform offering aggregation, customizable reporting and rebalancing combined with fully outsourced daily reconciliation and data management service. With innovative technology backed by exceptional service, Black Diamond(SM) frees advisors to focus on serving clients and growing their business. More than 565 advisory firms have chosen Black Diamond to help manage more than $266 billion in assets. Learn more at

The Advent and logo composite, Axys, are registered marks of, and Black Diamond is a mark of, Advent Software, Inc. Any other company names or marks mentioned herein are those of their respective owners.

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