Private Client Resources Enters Into Strategic Partnership With HiddenLevers

WILTON, Conn., Sept. 19, 2011 /PRNewswire/ -- Private Client Resources, LLC (PCR), the premier 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 modeling 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 modeling. 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," said 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 honor to have PCR select us to serve the risk management needs of their enviable client base."

For more information about PCR, please contact Jami Schlicher at 973-850-7309 or [email protected]. For more information about HiddenLevers, please contact Raj Udeshi at 212-292-3147 or [email protected].

About Private Client Resources
Private Client Resources (PCR) is a leading solutions provider to Private Banks, Family Offices and RIA firms. The firm's private wealth aggregation and integrated reporting and systems, along with its custom solutions and services, deliver robust capabilities tailored to the needs of its clients. Financial professionals can enhance and grow client relationships through PCR's innovative Palette Platform™, a proprietary, next-generation solution that includes high-quality aggregated data, premium reporting, intelligent dashboards, CRM and billing.

Headquartered in Wilton, Conn., PCR is a value-driven service partner committed to positioning clients for sustained growth. For more information, visit www.pcrinsight.com.

About HiddenLevers
HiddenLevers is exploring new frontiers in professional-grade risk management and macro analysis tools. The technology maps the correlations between 100 macro-economic indicators, industries and investments, giving financial professionals new ways to tackle economic uncertainty. The toolkit includes portfolio stress testing, macro scenario modeling, investment screening based on macro trends and client-facing reports. In a time when managing emotions is just as important as managing money, HiddenLevers helps translate big-picture scenarios into portfolio-specific guidance.

HiddenLevers is based in New York City, with satellite offices in Atlanta and Los Angeles.

SOURCE Private Client Resources