Gain Deeper Firm-Level Insight with the HiddenLevers + Orion Business Intelligence Integration
According to the Dresner Advisory Service’s 2018 Wisdom of Crowds® Business Intelligence Market Study, the top five business intelligence objectives for organizations in 2018 were:
- Enhanced customer service
- Growth in revenues
- Increased competitive advantage
- Improved operational efficiency and cost savings
- Better decision-making
These all sound like pretty important goals for any organization, but especially for client-focused, results-driven wealth management firms. As the leader of a wealth management firm, you’re constantly moving in different directions, donning different hats, and trying to juggle the day-to-day demands of effectively running and growing your firm to work toward these objectives. When it comes to optimizing your time to address these demands, data insights arm you with the information you need to make the best strategic decisions for your firm quickly.
That’s a pretty logical argument, right? But how do you filter through the mountain of data coming at you every day from all directions to focus on the things that really inform your decisions? What you really need is a tool to filter that data for you and present the relevant insights. That’s why Orion and HiddenLevers have enhanced their partnership to provide business intelligence through an easy to use HiddenLevers dashboard powered by Orion’s data.
HiddenLevers & Orion: Better Business Intelligence Insights
Throughout the Orion and HiddenLevers partnership, our integration has always focused on providing insights and analytics on end-client portfolios and data. Now, we’re expanding the reach of those capabilities to provide invaluable firm-level insights.
Moving beyond a seamless API integration and turnkey proposal generation solution, HiddenLevers and Orion are proud to announce the launch of its business intelligence integration Risk Monitor.
Aptly named Risk Monitor, HiddenLevers gives the C-suite at wealth management firms the ability to monitor revenue, risk, IPS drift, and advisor performance from a single platform powered by your data in Orion.
Firms can use this information to better understand the health of their business from an aggregate firm-level, as well as drill down to the advisor and individual account level. Executives can quickly toggle between financial metrics, asset flows, risk analytics, and even monitor against a client’s investment policy statement.
Using HiddenLevers iconic stress testing, the integration allows executives to stress test their book of business across 80+ economic outcomes and construct unlimited economic what-ifs. With this, firms can better understand the potential impact on revenues under economic scenarios like Fed’s Dead, Trade War or Business Cycle Sunset.
With its groundbreaking business intelligence insights and firm-level stress testing, HiddenLevers Risk Monitor is the first of its kind in the financial services industry. HiddenLevers, powered by Orion, will easily become the nucleus of a firm’s operations.
Interested in learning more? Register here to join us for the HiddenLevers + Orion Business Intelligence Webinar on 13 June 2019 at 4:00 PM EST.