Overview

In May, Axxcess completed integration of an enterprise solution to provide advisors and clients the ability to stress test their portfolios against a variety of current scenarios, and model how potential trends will influence their wealth.

Hidden Levers partners with the Axxcess Customized Portfolio Platform

"Hidden Levers was chosen for their forward thinking in designing a tool that clients can understand, and advisors can use effectively to communicate areas of potential risk exposure" said Kevin Manzo, AIF and investment advisor and Investment Committee member.

Clients will be able to model risk, and test various allocations and exposures to both sleeve managed portfolios, as well as advisor directed, and client directed accounts. Testing a portfolios potential future reaction to changes in the economic environment is a key feature of the Hidden Levers integration. Existing clients accounts can be automatically pulled in for immediate analysis. Future impacts of unknowable political, economic, or policy changes can be modeled very quickly through this system.

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