Raymond James Financial has partnered with New York City-based HiddenLevers, to provide macro research, scenario modeling and predictive risk analytics for advisors. Any of the firm’s 5,400 U.S.-based advisors can subscribe to HiddenLevers to discuss potential economic and market scenarios with clients, and gauge the impact on their investment portfolios.
HiddenLevers scenario modeling has been integrated into the Raymond James Goal Planning & Monitoring platform. It gives advisors the ability to visualize downside risks, discover hedging strategies, and provide an interactive client facing experience on the same platform, says Raymond James.
“The HiddenLevers application helps facilitate more meaningful discussions of potential portfolio risks and scenario implications between advisors and their clients" said Scott Curtis, president, Raymond James Financial Services.
HiddenLevers is a financial technology company that provides professional-grade risk management and macro analysis tools.