Announced
Completed
Synopsis
Orion Advisor Solutions, a provider of software solutions, completed its acquisition of HiddenLevers, a risk technology platform providing next-level applications for the wealth management space. Financial terms were not disclosed. "By bringing HiddenLevers into Orion’s offering, we have made a huge leap forward in our power to help advisors tell stories that truly clarify risk, help manifest good investor behavior, and improve the client experience. The next frontier of our industry is to close the behavior gap between investment returns and investor performance. HiddenLevers’ stress testing capabilities cut to the heart of investors’ concerns, present macro risks and opportunities to clients in innovative ways, and deliver engaging visuals for clients to easily understand," Eric Clarke, Orion Advisor Solutions Founder and CEO.
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