HiddenLevers

Strange Bedfellow? - By Joel Bruckenstein, CFP®


Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to integrate MoneyGuidePro’s financial engine within the eMoney Select system. I must confess that I was surprised that they were surprised.  Many industry insiders have been aware for that eMoney and MoneyGuidePro produced a similar integration for SunTrust some time ago. Figuring out how to integrate the two platforms was most likely the difficult part. Figuring out that many others would like a similar combination should have been the easy part. The devil, of course, is in the details, so bringing the joint offering to market for a wide audience took longer than one would have expected.

Orion & Hiddenlevers Complete Integration During Fuse Hackathon


Orion Advisor Services, LLC (Orion) an accounting service provider for investment advisors, now offers deep integration between its reporting software and the HiddenLevers portfolio stress testing platform. Financial advisors using Orion can import accounts directly into HiddenLevers, and use the stress testing tools to help clients understand risk/reward trade-offs, showcase hedging strategies, and step up their overall practice.

Envestnet Completes Integration of Hiddenlevers Application Into Envestnet’s Next Generation Platform

Portfolio Stress Testing Empowers Advisors with Actionable Insights to Identify Opportunities for Improved Portfolio Construction and Management 

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