Envestnet Integrates HiddenLevers for Portfolio Stress-Testing
The offering is targeted at both investment committees and client-facing advisors, helping the former develop hedging strategies and better understand risk profiles, while allowing the latter to speak in more subtle terms about portfolio risk to customers.
"We are deeply engaged in positioning wealth managers to make better decisions and implement them more effectively. HiddenLevers allows advisors to access critical information that used to be very difficult to come by," says Bill Crager
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