Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or device
Financial Services Cloud allows financial services teams to access actionable client insights & deliver personalized advice across any channel or...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests, among other processes. Advisors can assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.
HiddenLevers is a portfolio stress testing platform that helps businesses generate investment proposals, monitor risks, and conduct stress tests,...

Platforms Supported

  • Web Based
  • iPhone App
  • Android App
  • Windows App

Support Options

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat

Starting from

  • Subscription

Starting from

US$300,00/month

  • Subscription

Overall rating

0 /5
(0)
Ease of Use
0/5
Features & Functionality
0/5
Customer Service
0/5
Value for Money
0/5

Overall rating

4,3 /5
(57)
Ease of Use
3,8/5
Features & Functionality
4,3/5
Customer Service
4,4/5
Value for Money
4,1/5

Total features 58

  • "What If" Scenarios
  • API
  • Account Alerts
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Benchmarking
  • Bonds / Stocks
  • Cash Flow Management
  • Claims Management
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Credit Card Management
  • Customer Database
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Warehousing
  • Document Management
  • Drag & Drop
  • Expense Tracking
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • For Investment Advisors
  • For Traders
  • Goal Setting / Tracking
  • Historical Reporting
  • Historical Trend Analysis
  • Household Tracking
  • Influence Tracking
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Lead Management
  • Life & Health
  • Market Risk Management
  • Marketing Automation
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Currency
  • Performance Management
  • Performance Metrics
  • Performance Testing Tools
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Projections
  • Property & Casualty
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • SSL Security
  • Scenario Planning
  • Stress Tests
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Transaction Monitoring
  • Usage Tracking/Analytics
  • User Management
  • Visual Analytics
  • Workflow Management

Total features 48

  • "What If" Scenarios
  • API
  • Account Alerts
  • Accounting
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • Asset Management
  • Assignment Management
  • Audit Trail
  • Benchmarking
  • Bonds / Stocks
  • Cash Flow Management
  • Claims Management
  • Client Management
  • Collaboration Tools
  • Commission Management
  • Communication Management
  • Compliance Management
  • Compliance Tracking
  • Configurable Workflow
  • Contact Database
  • Contact Management
  • Credit Card Management
  • Customer Database
  • Customizable Reports
  • Dashboard Creation
  • Data Import/Export
  • Data Management
  • Data Warehousing
  • Document Management
  • Drag & Drop
  • Expense Tracking
  • Fee Management
  • Financial Analysis
  • Financial Management
  • Financial Risk Reporting
  • For Investment Advisors
  • For Traders
  • Goal Setting / Tracking
  • Historical Reporting
  • Historical Trend Analysis
  • Household Tracking
  • Influence Tracking
  • Insurance Policy Management
  • Insurance Rating
  • Interaction Tracking
  • Lead Management
  • Life & Health
  • Market Risk Management
  • Marketing Automation
  • Modeling & Simulation
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Management
  • Multi-Currency
  • Performance Management
  • Performance Metrics
  • Performance Testing Tools
  • Portfolio Analysis
  • Portfolio Management
  • Portfolio Modeling
  • Portfolio Rebalancing
  • Projections
  • Property & Casualty
  • Proposal Generation
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Referral Tracking
  • Relationship Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Revenue Management
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Risk Management
  • SSL Security
  • Scenario Planning
  • Stress Tests
  • Task Management
  • Team Assignments
  • Territory Management
  • Third Party Integrations
  • To-Do List
  • Transaction Monitoring
  • Usage Tracking/Analytics
  • User Management
  • Visual Analytics
  • Workflow Management
  • Autofy
  • Chargent
  • FinancialForce Accounting
  • QuickBooks Online Advanced
  • Quickbooks Online
  • RedTail CRM
  • SAP Concur
  • Sage Business Cloud
  • Sage Intacct
  • Salesforce Sales Cloud
  • Autofy
  • Chargent
  • FinancialForce Accounting
  • QuickBooks Online Advanced
  • Quickbooks Online
  • RedTail CRM
  • SAP Concur
  • Sage Business Cloud
  • Sage Intacct
  • Salesforce Sales Cloud