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RFG Advisory Chooses HIDDENLEVERS to Give Advisors First Class Risk Management and Client Engagement Technology.

by: Rfg Advisory
published: February, 14th 2019


Birmingham, AL, February 14, 2019/ PR Newswire/-- RFG Advisory, a high growth firm that delivers a turnkey platform for independent advisors to manage their practice and serve their clients, has selected HiddenLevers to be part of its integrated technology solution. Founded in 2009, HiddenLevers delivers risk analytics, proposal generation and oversight applications for wealth management, with more than $230 billion in client assets on its platform.  

“After an exhaustive search of fintech providers that address risk, HiddenLevers was the clear winner,” said Shannon Spotswood, President of RFG.  “We’ve made a commitment to delivering best-in-class technology solutions that solve real-world problems for our Advisors – HiddenLevers lives up to that commitment.”

“We are helping RFG Advisors craft meaningful discussions using forward-looking economic events and interactive, cutting-edge risk analysis tools,” said David Ristau, Director of Business Development at HiddenLevers. “By infusing portfolio recommendations with a balanced analysis of upside and downside advisors can set expectations, show their immense value, and interact with clients using a tool that puts advisors first.”

Details of the Deal

All RFG advisors now have access to a customized version of the HiddenLevers Advisor Platform, including investment proposal generation, live portfolio stress testing, and the model blender, which makes mixing recommendations for the proper risk + reward a breeze.

“The RFG team moves at a faster pace than other wealth management teams we’ve seen, even our other FT 300 clientele,” said Raj Udeshi, Founder HiddenLevers. “That brand of quick and decisive decision-making on fintech adoption is exactly what Advisors crave as they break the wirehouse handcuffs.”

 “Too many fintech companies go all in on marketing but have very thin product offerings – That doesn’t do anyone any favors,” said Spotswood.  “With HiddenLevers we’ve found that sweet spot of seamless integration and delivering to Advisors a truly game-changing competitive advantage.”



About RFG Advisory
Named a Top 300 RIA in the U.S. by the Financial Times, RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory delivers to advisors a turn-key integrated technology platform to manage their practice and an institutional-caliber investment management. RFG Advisory’s services include comprehensive wealth management, financial plan consulting and personalized 1-1 financial life management for families, individuals, executives and entrepreneurs. Investment advice offered through RFG Advisory, a registered investment advisor.

About HiddenLevers

HiddenLevers is a risk technology platform, providing next-level applications, analytics and economic research for the wealth management space. With over $230 billion in assets on its platform, HiddenLevers offers client-facing and home office solutions aimed at financial advisors, asset managers, compliance teams, corporate treasuries, and C-level wealth management executives. The cloud-based platform includes a cutting-edge macro-scenario library, investment proposal generation, portfolio stress testing, model construction, and enterprise risk and revenue monitoring. HiddenLevers remains a self-funded company with headquarters in Atlanta.





Kristy Puckett | 205-397-2459 | kpuckett@rfgadvisory.com

www.rfgadvisory.com | www.myrfgadvisor.com

Alyssia Maluda | +1 800 277 4830 | info@hiddenlevers.com

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