Case Study: New Century Financial Group minimizes downside risk and improves client reporting with HiddenLevers

New Century Financial Group - Customer Case Study

Richard Oring of New Century Financial Group switched to HiddenLevers after becoming frustrated with his prior risk software, which lacked customization, limited scenario testing, couldn’t work with SMAs, and produced reports that weren’t client-friendly. He needed a tool to manage portfolios by limiting volatility and maximum potential drawdown and to present complex risk information in a clear way for clients.

HiddenLevers delivered customizable “levers,” scenario and batch stress testing, and a client-friendly proposal report with side-by-side fund comparisons, enabling quick portfolio optimizations that shaved points off downside risk. As a result, HiddenLevers improved his client conversations, helped him compete and close business against managed mutual funds, scaled to cover his whole book, and impressed other advisers he demonstrated the platform to.

New Century Financial Group

Richard Oring

New Century Financial Group