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Private Client Resources partners with HiddenLevers


Private Client Resources, a provider of private wealth aggregation and data-driven solutions for wealth managers, advisory firms and family offices, has announced a strategic partnership with HiddenLevers, the world’s first macro analysis platform.


This partnership will give PCR clients access to the HiddenLevers suite of macro risk products through Palette Platform.

"One of the most important benefits for our clients is the availability of superior risk management solutions, especially in our volatile market," says Robert Fiore, President and CEO of PCR. "HiddenLevers’ sophisticated risk modelling and reporting capabilities are a natural extension and excellent complement to our offering."

HiddenLevers offers risk management capabilities, such as portfolio stress testing and scenario modelling. It allows wealth managers to address macro issues with client-facing reports and interactive webinars that examine potential scenarios. In July, PCR launched its Palette Platform, that delivers custom reporting (with multi-currency) and integrated systems to wealth managers, enabling them to view information on all investor holdings and client relationships via a single screen.

"Right now, PCR’s clients are surely thinking about how bad the macro picture could get and are hungry for a risk product that fits nicely into their existing portfolio management process," says Raj Udeshi, Co-Founder of HiddenLevers. "Our macro risk toolkit will help PCR’s family office and advisor clients tackle uncertainty head on. Since macro is in the driver’s seat right now, the value is obvious. It’s an honour to have PCR select us to serve the risk management needs of their enviable client base."

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