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HiddenLevers has become an indispensable tool for many businesses, solving a range of critical business problems and facilitating client …
Starting at $300
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What is HiddenLevers?
HiddenLevers is a risk technology platform providing applications for wealth management. Boasting over $500 billion in assets on the platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform…
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Basic Subscription
$300.00
Cloud
Pro Subscription
$600.00
Cloud
Elite Subscription
$1200.00
Cloud
Entry-level set up fee?
- No setup fee
For the latest information on pricing, visithttp://www.hiddenlevers.com/pricing
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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What is HiddenLevers?
HiddenLevers is a risk technology platform providing applications for wealth management. Boasting over $500 billion in assets on the platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a macro-scenario library, portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.
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HiddenLevers Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | No |
| Supported Countries | United States, Canada |
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TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!
- Business Problems Solved
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HiddenLevers has become an indispensable tool for many businesses, solving a range of critical business problems and facilitating client conversations. The software is widely used to reveal clients' true level of risk, helping advisors align their portfolios with their comfort zones. By comparing portfolios with other indexes and performing what-if changes, users can easily see how adding or removing certain assets may impact portfolio performance.
With its powerful risk analysis capabilities, HiddenLevers enables advisors to determine clients' risk tolerance and better understand their risk appetites. This helps facilitate discussions with clients and provide insights into the potential outcomes of market volatility while giving clients peace of mind. The software is also used to build custom portfolios, convey set expectations with clients, and understand what their portfolios are sensitive to and how they'll react in different scenarios. Moreover, it provides reliable stress tests and hypotheticals based on various external events, which many clients and prospects appreciate. Overall, HiddenLevers has proven itself to be a valuable tool that solves a range of business problems faced by financial advisors, asset managers and other users trying to manage complex financial situations for their clients.
User-Friendly Interface: Reviewers have consistently praised HiddenLevers' user interface, with many stating that it is easy to navigate and provides instantaneous results. Some users have also commented on the clean layout of the software's GUI, making it easy to use and understand.
Versatility: Many reviewers appreciate the versatility of HiddenLevers, as it allows for customization options such as branding options and building custom stress test scenarios. Users have also found that the tool offers good functionality in terms of comparing and contrasting portfolios to different benchmarks, making it easy to manage risk.
Scenario Analysis: The scenario analysis function has been highly praised by reviewers for its usefulness in answering client questions about specific events or concerns. Additionally, many users find that the stress testing feature is a great talking point with clients and a differentiator from other risk analysis tools. Several reviewers have stated that this feature has been especially useful in putting clients at ease during turbulent times.
Learning Curve: Users have reported that there is a significant learning curve associated with HiddenLevers, and it can take some time to get used to the software. Some users need to use it more frequently to make it a value for their firm.
Report Overload: The length of various reports provided by HiddenLevers can be overwhelming for some users, making it difficult for them to navigate through all the information presented. Additionally, some find the reports unprofessional and not suitable for presentation to clients.
Inaccurate Data: Some users have experienced issues with inaccurate data being provided by HiddenLevers, which needs adjustment manually. Furthermore, certain investments like structured investments or annuities with their guarantees are not comprehended by the software leading to misleading risk scores.
Users commonly recommend the following actions based on their experience with HiddenLevers:
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Take it slow and master the most frequently used features. Users emphasize the importance of familiarizing oneself with the program before fully utilizing it.
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Make use of the trial run to get acquainted with the tool. Users suggest taking advantage of this opportunity to explore HiddenLevers and understand its capabilities.
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Visit demos and schedule a call to review all available offerings. Users find it beneficial to see the tool in action and receive personalized support during a call to fully understand its features and functionalities.
These recommendations highlight the value of getting comfortable with HiddenLevers, exploring its capabilities through a trial run, and seeking additional guidance through demos and calls.