Sign up for a live webinar on Thursday, September 1 at 2:00 PM ET, to stay up to date on the latest from eMoney’s integration with HiddenLevers. And see this powerful integration gives you the tools for a more efficient business and a more compelling client experience.
Featuring experts from both partners, we’ll take you through the essentials of the integration and cover some of the best practices we’ve seen over the past year.
With single sign-on between systems, the HiddenLevers integration allows you to import individual eMoney portfolios directly into HiddenLevers’ premier stress testing solution, providing easy access to a library of macro scenario research and portfolio stress testing directly from your eMoney Advisor dashboard. Plus, with HiddenLevers reports available within eMoney, you can present portfolio stress tests from any client’s Overview page.