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New York, March 01, 2017 -- FOR IMMEDIATE RELEASE
ORION SELECTS HIDDENLEVERS AS KEY TECH SOLUTION
FOR PROPOSAL GENERATION
New York, NY – 15 February, 2017 – Orion Advisor Services LLC, a premier portfolio accounting service provider for financial advisors, announced a reseller partnership with HiddenLevers, a popular risk platform that is emerging as a key tech solution for proposal generation. This partnership was initiated at Orion’s 2016 FUSE conference in September. Now, financial advisors utilizing Orion’s services can purchase HiddenLevers interactive stress testing and proposal generation directly from Orion, as differentiators in a post-DOL world.
“HiddenLevers popularity is growing exponentially, surpassing $140 billion USD in assets on our portfolio stress testing platform,” said Praveen Ghanta, HiddenLevers Co-founder. “The new proposals deliver the high road that RIAs have sought, using stress testing as a way to explain the risk and reward of certain securities.”
Orion had been on the search for a technology solution capable of generating an elegant proposal for advisory engagement, with both PDF output and interactive elements. Together, HiddenLevers and the Orion team have created a cohesive workflow for new accounts, with deep integration of the HiddenLevers risk-forward proposals.
“HiddenLevers has a lot of synergies with Orion’s dev culture – Orion brings timeliness on deliverables and empowers fintech startups,” said Jeff Baker, a member of HiddenLevers Business Development team. “This partnership is really a testament to the FUSE conference and shows how committed Orion is to collaboration that benefits their advisors.”
As the future of the DOL fiduciary rule remains uncertain, HiddenLevers continues to encourage fee transparency, and macro-themed explanations for securities that may deserve higher premiums for their performance in scenarios like Trump Agenda, Rising Interest Rates, and Commodities Rebound. Where no higher premium is justified, HiddenLevers is helping advisors discover other securities with similar risk/reward characteristics.
“Now more than ever, transparency is extremely critical for advisors,” said Eric Clarke, CEO of Orion. “The advisors that will do best will be the ones that do right by their clients, no matter the regulatory framework. By including the fee analysis from HiddenLevers proposals as part of Orion’s onboarding process, we are on our way to accomplishing that transparency. That will foster better advisor-client relations.”
HiddenLevers proposal generation for investment advisors is available right from Orion’s new account center.
About HiddenLevers
HiddenLevers is a client-facing risk analysis platform helping financial professionals improve client experiences, refine models, and track risk alignment. HiddenLevers technology serves risk-oriented financial advisors, asset managers, and compliance officers. Cloud-based since its inception, the platform features interactive stress testing, risk-forward proposal generation, model optimization, and drift monitoring. HiddenLevers has offices in New York City and Atlanta.
About Orion
Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 950 firms, have $400 billion in AUA and over 1.5 million accounts.
For more information: Contact: RAJ UDESHI HiddenLevers +1 212 292 3147 [email protected] ABBIE SHERIDAN FiComm Partners +1 917 636 4803 [email protected]
