HiddenLevers to Present on Asset Manager Client Experience at 2020 IEN Model Portfolios Conference



HiddenLevers, a premier technology provider in the wealth management space, today announced that the Company is invited to present on client experience tech at the 2nd annual IEN Model Portfolios Conference on Thursday, 20 February at the AMA Conference Center in Midtown Manhattan.

At approximately 2PM ET, Raj Udeshi, Founder, and Jeffrey Baker, a member of HiddenLevers Business Development team, will showcase HiddenLevers Asset Manager Platform in a session entitled How Asset Managers Are Using Tech to Differentiate Themselves in a Changing Environment.

Interest in HiddenLevers is growing rapidly as the industry moves toward consultative selling and the largest players engage in a fintech arms race. The HiddenLevers enterprise roster lists several Asset Manager customers interested in enhancing their client experience with Robo-Wholesaler™, including Axxcess Wealth Management, American Century, and Toronto-based AGF Management Limited. For more information on HiddenLevers technology offerings for Asset Managers and Turnkey Asset Management Platforms (TAMPs), please visit HiddenLevers website.


SOURCE HiddenLevers


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