Articles tagged "HiddenLevers"


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How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money

The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos

November 30, 2016 — 10:08 PM UTC

Orion draws a record pack of hackers to Utah to code, bond -- and compete

From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals

September 12, 2016 — 6:56 PM UTC

MarketCounsel event opens window on race to first $100-billion RIA and why a new round of 'destruction,' 'blunder,' culture wars, tech disillusionment and SRO jockeying must play out

With hedged hyper-optimism, Marty Bicknell, Ron Carson, Mark Tibergien and Shirl Penney got real with Graham Thomas about mad egg-breaking enroute to the perfect RIA omelet

December 14, 2015 — 8:55 PM UTC

Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts

The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry

May 10, 2013 — 5:40 PM UTC

Joel Bruckenstein and Bob Veres part ways to do their own conferences

Veres sees a glut of conferences but has a passion to change that with a new-concept event

November 26, 2012 — 5:41 PM UTC

TD Ameritrade's promise of creating an RIA version of Apple's app store may have found its prototype signing

Bing, bang, boom, HiddenLevers is part of the Veo ecosystem after one developer spent about two weeks writing code

May 11, 2012 — 5:42 AM UTC

Advisor Tested: HiddenLevers roots out hidden connections between world events and client portfolios

Ten months in, we talk with two early adopters who are using the tool to check out what-if scenarios like 'Eurozone collapse' to create their what-if scenarios

December 6, 2011 — 6:08 AM UTC

Macro-economic analysis comes to the everyday RIA, and is welcomed post-2008

Still not the kind of power an RIA would need to run a hedge-fund like operation, say analysts

October 12, 2011 — 4:39 AM UTC

MacroRisk Analytics makes Ph.D-grade economic insight almost RIA-friendly

Pricing, user experience and value look good, but still no integration with portfolio management systems

October 12, 2011 — 4:34 AM UTC

How HiddenLevers is using the web to bring wirehouse-type economic analysis to RIAs

Company offers RIABiz readers interested in beta testing their new product 85% off the price

February 22, 2011 — 5:54 AM UTC
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