SOURCE: HiddenLevers

HiddenLevers

September 30, 2013 12:53 ET

HiddenLevers Completes Integration With Albridge -- Second Major Broker-Dealer Platform to Offer Innovative Portfolio Stress Testing Software

NEW YORK, NY--(Marketwired - Sep 30, 2013) - HiddenLevers, the portfolio stress testing toolkit for RIAs, Private Wealth and Family Offices, launches integration with Albridge. Now, registered reps using Albridge Wealth Reporting™ can quickly see the impact of various economic events on an investment portfolio.

From the looming Debt Cliff, to a China Slowdown, to the End of QE, Albridge customers can use HiddenLevers to showcase how their hedges perform in context of several economic scenarios. They can use the same toolkit to discover less volatile securities to curb the macro risk in their clients' portfolios.

"We're making waves in the Broker-Dealer space -- no doubt about it," said Raj Udeshi, Co-founder of HiddenLevers. "The Albridge integration comes on the heels of our integration with Envestnet, and we are ripe to be adopted by registered reps who crave portfolio stress testing."

Details of Integration

HiddenLevers becomes an official AppLink Partner, giving joint customers the ability to stress test portfolios directly from Albridge Wealth Reporting. Advisors who purchase HiddenLevers subscriptions can also access their Albridge account positions within the cloud-based portfolio stress testing toolkit, and holdings will be auto-synchronized.

"We find the best practice for platforms integrating HiddenLevers is to put a stress test button right on the main pages where Advisors are analyzing their portfolios and models," said Praveen Ghanta, Co-founder and tech lead for HiddenLevers. "I appreciate that Albridge is making it easier for their customers to use HiddenLevers," Ghanta added.

As HiddenLevers becomes available to registered reps, compliance approval from Broker-Dealers becomes mission critical. "HiddenLevers invites Broker-Dealer home offices to turn us on in both the Albridge and Envestnet platforms, and pre-approve HiddenLevers for compliance," said Udeshi. "We've created a compliance kit (http://hiddenlevers.com/compliance), to help fast forward the process."

About HiddenLevers
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. 

About Albridge
Albridge Solutions, an affiliate of Pershing LLC, is a leading provider of enterprise data management solutions that deliver a single view of an investor's broad range of assets. Additional information is available at albridge.com.

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