SOURCE: HiddenLevers


November 13, 2014 08:00 ET

HiddenLevers Portfolio Stress Testing Platform Integrates With eMoney Advisor

ATLANTA, GA--(Marketwired - Nov 13, 2014) - HiddenLevers, the premier portfolio stress testing platform, has partnered with eMoney Advisor, a leading provider of advanced wealth planning solutions for financial advisors, to offer portfolio integration to shared clients when eMoney launches its software reboot this December. eMoney customers will be able to import portfolios directly into HiddenLevers, to gauge how they might be impacted by big picture economic and market scenarios.

"Today's advisors are looking to simplify their day-to-day operations and access their most important applications from within one platform," said Edmond Walters, eMoney's founder and CEO. "Our integration with HiddenLevers shows our commitment to keeping pace with cutting-edge technology trends while providing our advisors with access to the tools they need to be successful."

As the markets set new highs, advisors still have to contend with volatile markets. Financial advisors using eMoney can assuage clients' temporary fears using economic scenarios like Adios QE, Commodities Perfect Storm, and the 2015 Fed Stress Tests. The integration allows eMoney firms who subscribe to HiddenLevers to access their account positions within the cloud-based application and also sign on right from the eMoney platform. This gives advisors a well-positioned toolkit, to diminish momentary tensions over geo-politics, and educate clients on real economic matters that will surely affect financial planning and long term goals, like commodities deflation.

"We are glad to see this integration complete. eMoney makes an even 20 integration partners for HiddenLevers," said Praveen Ghanta, Co-founder of HiddenLevers. "On our fifth anniversary, I'm happy to say that portfolio stress testing is now en vogue, and is on its way to becoming standard fiduciary duty."

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 eMoney Advisor
eMoney Advisor, LLC ("eMoney"), based in Conshohocken, Pennsylvania, is the only wealth-planning system for financial advisors that offers superior transparency, accessibility, security, and organization for everything that affects their clients' financial lives. A technology envisioned and created by advisors for advisors, eMoney's award-winning software and resources are tailored to transform the advisor's ability to implement comprehensive financial plans and prepare clients for a secure financial future.

In an increasingly digital world, eMoney continuously reinvents its wealth-management platform by keeping pace with cutting-edge technology trends. eMoney enables advisors to focus on client retention, the growth of their practice and, most importantly, putting their clients first -- all through the infusion of innovative solutions.

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