TD Veo + HiddenLevers Partnership
Partner Resources
HiddenLevers Spec Sheet
TD Veo News: HiddenLevers Partnership
TD Veo News: National LINC 2015
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:
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.
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
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.