NEW YORK, Feb. 19, 2020 /PRNewswire/ — HiddenLevers, a premier expertise supplier within the wealth administration area, immediately introduced that the Firm is invited to current on shopper expertise tech on the 2nd annual IEN Mannequin Portfolios Convention on Thursday, 20 February on the AMA Convention Heart in Midtown Manhattan.
At roughly 2PM ET, Raj Udeshi, Founder, and Jeffrey Baker, a member of HiddenLevers Enterprise Growth crew, will showcase HiddenLevers Asset Supervisor Platform in a session entitled How Asset Managers Are Utilizing Tech to Differentiate Themselves in a Altering Atmosphere.
Curiosity in HiddenLevers is rising quickly because the trade strikes towards consultative promoting and the most important gamers interact in a fintech arms race. The HiddenLevers enterprise roster lists a number of Asset Supervisor prospects considering enhancing their shopper expertise with Robo-Wholesaler™, together with Axxcess Wealth Administration, American Century, and Toronto-based AGF Administration Restricted. For extra info on HiddenLevers expertise choices for Asset Managers and Turnkey Asset Administration Platforms (TAMPs), please go to HiddenLevers web site.
HiddenLevers is a expertise platform, offering next-level purposes, enterprise intelligence, threat analytics and financial analysis for the wealth administration area. With over $520 billion, HiddenLevers provides shopper expertise, enterprise intelligence, and home-office options geared toward monetary advisors, asset managers, and wealth administration government groups. The cloud-based platform features a macro-scenario library, proposal era, portfolio stress testing, mannequin development, and enterprise monitoring of threat, income, and KPI. HiddenLevers was based in 2009 and stays a self-funded firm, with headquarters in Atlanta.