SOURCE: HiddenLevers

HiddenLevers

February 10, 2014 10:00 ET

Raymond James Selects HiddenLevers for New Portfolio Stress Testing Offering for Advisors

NEW YORK, NY--(Marketwired - Feb 10, 2014) - Raymond James Financial, Inc. (NYSE: RJF) has partnered with HiddenLevers, the portfolio stress testing toolkit, to provide macro research, scenario modeling and predictive risk analytics. Now, any of Raymond James' 5,400 US-based advisors can subscribe to HiddenLevers to proactively discuss potential economic and market scenarios with clients, and gauge the impact on individual investment portfolios.

"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."

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. HiddenLevers is based in New York City.

About Raymond James Financial, Inc.
Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates, Raymond James Financial Services and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million client accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $447 billion.

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