Acquire

TD Veo + HiddenLevers Partnership

Why does portfolio stress testing matter?
Frequently Asked Questions What is HiddenLevers? HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.

Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing.
HiddenLevers sounds interesting, but what's the benefit for advisors? Advisors agree, HiddenLevers brings value by:
  • Attracting new clients and AUM
  • Increasing client confidence and referrals
  • Showcasing strategies against specific Macro concerns or events
Please contact HiddenLevers at 800.277.4830 or click here to schedule an online demo.
How much does HiddenLevers cost? Plans and pricing information can be found here. For details on special offers through TDAI, please contact your TDAI Relationship Manager. How do I use HiddenLevers with TD Ameritrade Institutional? From HiddenLevers, connect your accounts using your Veo username and password. HiddenLevers and TD Veo do all the work from there, keeping your client accounts in-sync between systems.

From Veo, when reviewing a client’s account, select Account Tools >> Vendor Applications >> HiddenLevers. This will launch HiddenLevers Stress Test screen to present to a client or produce a printable PDF report.