Randy Lambert, President of Orion

The United States-based risk technology platform provider HiddenLevers announced that it will be enhancing its partnership with Orion Advisor Services LLC (more commonly known as Orion), a portfolio accounting service provider for financial advisors.

These two firms have collaborated previously for portfolio sync and proposal generation for advisors and will now be expanding into essential business metrics. Combining Orion’s intelligence components with HiddenLever’s RiskMonitor the resultant analytics will help the C-suite at wealth management firms to monitor revenue, risk, IPS drift, and advisor performance.

HiddenLevers is making serious strides in business intelligence, which is becoming important to larger RIAs as they acquire advisors and grow in complexity,” said Randy Lambert, President of Orion. “We wanted to harness the existing BI screens that track firm performance within Orion and marry them with HiddenLevers revenue and risk modelling to give RIA executive teams a comprehensive picture of their business.”

The partnership is expected to help HiddenLevers make inroads as the nucleus for decision-making capabilities of executives allowing them to quickly access business intelligence. Orion too will benefit by better understanding their RIAs profit and loss statements with insight at both the advisor and client level.

“The full depth and power of the HiddenLevers risk engine come to life with the Risk Monitor,” said Andrew Miller, HiddenLevers Platform Sherpa. “Stress testing is no longer limited to client portfolios. Now execs can stress test against any market scenario across advisors and firms, and across assets, revenue, and cashflows.”

by Megha Bhattacharya
Market Analyst at IBS Intelligence
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