This topic provides an overview of Morningstar Office integration with HiddenLevers.
The following topics will be discussed:
HiddenLevers is a premier portfolio stress testing platform for financial advisors. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios that showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trend to affect tactical asset allocation.
How does this Integration affect me?
With this integration, advisors who subscribe to HiddenLevers will now be able to pull in accounts from Morningstar directly into HiddenLevers and gauge how big picture economic scenarios might affect their clients’ investments using a portfolio stress testing toolkit.
The toolkit includes stress testing, risk profiles, and scenario hedging to help advisors explain the effect of macroeconomic forces on portfolio performance, such as the effect of a strong U.S. dollar on commodities.
What type of information will be pulled into HiddenLevers?
HiddenLevers will be sent client name, and account position information, including holding information such as holding name,holding type, ticker, shares, price and market value.
How can I subscribe to HiddenLevers?
If you would like to subscribe to HiddenLevers, please e-mail HiddenLevers sales at sales@hiddenlevers.com.
Who should I contact for integration support?
Morningstar subscribers should contact HiddenLevers for any issues via e-mail at support@hiddenlevers.com.
Importing Account Data into HiddenLevers
See Also