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HiddenLevers Launches Portfolio Stress Testing App to Help Advisors Generate Leads(February 13, 2013)
NEW YORK CITY, NY -- (Marketwire) -- 02/13/13 -- HiddenLevers, the portfolio stress testing toolkit of choice for RIAs, Private Wealth and Family Offices, launches a lead-gen application to help Advisors promote their portfolio stress testing capabilities.
Advisors who purchase an Elite subscription to HiddenLevers now get access to an interactive app that enables prospective clients to request a portfolio stress test. The prospect can browse and select scenarios of concern, and then input their holdings and contact information. Once submitted, HiddenLevers generates the stress test, and pushes this information straight through to the advisors' CRM, email inbox, and HiddenLevers account.
"We've got a following among portfolio managers and tactical asset allocators," said Raj Udeshi, Co-founder of HiddenLevers. "But since all manner of fiduciaries have to speak to macro now, HiddenLevers portfolio stress testing toolkit has become essential to retirement planning, rebalancing, and even prospecting for new clients."
"The lead generator app takes this prospecting aspect to the next level," said Praveen Ghanta, HiddenLevers Co-founder and tech lead. "In the past two years, the markets have suffered through the fiscal cliff, multiple heart attacks in Europe, the Arab Spring revolutions, Japan's natural disaster -- people think in scenarios," Ghanta added.
HiddenLevers already has excitement from its own clientele for the app, and some customers have already gone live, including Koch Capital in San Francisco, Retirement Corporation of America in Ohio, Barber Financial Group in Kansas, and Gitterman and Associates in New Jersey. The app launches with CRM integration for Redtail and Salesforce, with more on the way.
"The combination of interactivity and automation of portfolio intake are awesome," said Udeshi. "But my favorite thing about the stress test lead gen app -- it gives Advisors an instant iPad strategy."
Based in New York City, HiddenLevers is exploring new frontiers in professional-grade risk management and macro analysis tools, giving financial professionals new ways to tackle economic uncertainty. The toolkit includes portfolio stress testing, macro scenario modeling, a scenario hedging wizard, risk profiles for portfolios and individual securities, state-of-the-art charting, and thoughtful client-facing output.
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