Portfolio stress testing and risk management platform for financial advisors. Helps advisors communicate risk to clients through scenario-based analysis. Integrates with major platforms including Advent/SS&C, MoneyGuidePro, eMoney. Focus Financial Partners strategic technology partner.
Resource Directory content is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Overview
Pricing Model
subscription
Products & Services
Orion Risk Intelligence (formerly HiddenLevers)
platform
Portfolio stress-testing, risk analysis, investment proposals, and model construction for wealth management firms. Now integrated into Orion platform.
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
Competitive Analysis
Proposition: Portfolio stress-testing based on macro-economic scenarios rather than single-number risk scores
Key Advantages
Macro-economic scenario stress testing
First-to-market risk analytics for RIAs
Now backed by Orion full platform
Resource Directory listing is Copyright NexusFi® and may ONLY be used with a discrete citation specifically linking to the original listing at https://nexusfi.com/d/
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