HiddenLevers

Portfolio stress testing software for advisory firms

About HiddenLevers

HiddenLevers is a portfolio stress testing platform that helps advisory firms, marketers, wholesalers, financial advisors, and asset managers generate investment proposals, monitor risks, and conduct stress tests, among other processes on a centralized platform. The model blender tool allows advisors to assess the impact of blending several strategies related to risk, asset allocation, overall yield, and total returns.

HiddenLevers provides built-in stress testing scenarios, which enable businesses to use economic scenarios to test investment portfolios, stocks, structured products, equity options, and bonds. It lets staff members automatically report new clients, track profitable advisors, reconcile net flows, and monitor key performance index (KPIs) across firms, clients, or advisors. It also lets employees track and monitor allocation drift using investment objectives, loss tolerance, and custom benchmarks.

HiddenLevers comes with an API, which allows businesses to integrate the system with several third party solutions, such as Salesforce, RedTail CRM, Grendel, and MoneyGuidePro. It allows supervisors to analyse and compare advisory fees and investment costs of clients and prospects. Managers can also access upside and downside risks for assets, revenue, and cash flows across several macroeconomic scenarios.

Pricing starting from:

US$300,00/month

  • Free Trial
  • Subscription

Devices

Business size

S M L

Markets

United States, Canada

Supported Languages

English

Pricing starting from:

US$300,00/month

  • Free Trial
  • Subscription

Images

HiddenLevers cash flow analysis
HiddenLevers financial planning
HiddenLevers risk profile comparison
HiddenLevers proposal generation
View 5 more
HiddenLevers screenshot: HiddenLevers cash flow analysis HiddenLevers screenshot: HiddenLevers financial planning HiddenLevers screenshot: HiddenLevers risk profile comparison HiddenLevers screenshot: HiddenLevers proposal generation

Features

Total features of HiddenLevers: 37

  • "What If" Scenarios
  • API
  • Activity Tracking
  • Analytics
  • Asset Management
  • Benchmarking
  • Business Intelligence
  • Cash Flow Management
  • Client Management
  • Compliance Management
  • Configurable Workflow
  • Data Import
  • Data Import/Export
  • Financial Analysis
  • Financial Management
  • Historical Analysis
  • History Tracking
  • Monitoring
  • Performance Management
  • Performance Metrics
  • Performance Reports
  • Performance Testing
  • Projections
  • Proposal Generation
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Real Time Monitoring
  • Reporting & Statistics
  • Revenue Management
  • Risk Alerts
  • Risk Analytics
  • Risk Assessment
  • Scenario Planning
  • Third Party Integration
  • Visual Analytics
  • Workflow Management

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Reviews

Overall rating

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

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Showing 5 reviews of 57
Brian A.
Overall rating
  • Industry: Investment Management
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A Great Tool for Advisors and Clients

Reviewed on 2020/08/09

I was I think a fairly early adopter of HL (2016). I have loved the software since day one. The...

I was I think a fairly early adopter of HL (2016). I have loved the software since day one. The service team is great as well and listens to the ideas provided by users.

Pros

Portfolio stress testing is excellent. It's a way for us to more easily explain potential risks and opportunities for clients and prospects, and to tell the story as to "why" we are doing what we are doing on behalf of our clients. The ability to generate an analysis to a full blown proposal and IPS in one tool is terrific.

The War Rooms are great and thought provoking. I love the sense of humor and imagery in constructing the presentations.

Cons

I think the hedging wizard seems to be lacking a bit. I believe there is a greater opportunity to incorporate more economic data and charting for users to maybe take business away from the Y charts of the world. If there were a better integration into core website design companies, there may be a way to provide a few selected stress tests to help clients and non-clients alike consider their exposure, and serve as a lead generation for advisors.

If you can bring back CE for the long form presentations, that would be awesome (

Kory F.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Powerful tool for facilitating discussions around risk

Reviewed on 2020/08/11

Overall, we have been pleased with using Hidden Levers for the risk conversation with clients and...

Overall, we have been pleased with using Hidden Levers for the risk conversation with clients and see much potential for expanded use in the future with other pieces of the software (specifically the IPS functionality and proposal). The support team at Hidden Levers, specifically those handling the chat support, has been outstanding in their responsiveness to any questions we had about the software. If they don't have the answer right away, they always follow up with updates.

Pros

The most impactful components of Hidden Levers are the risk tolerance workflow, stress testing, and integrations with our other software. The risk tolerance questionnaire takes a simple questionnaire to see their risk tolerance next to the risk profile. The financial planning tool and the recommendation section allows the advisor to guide the conversation toward a solution that fits their risk tolerance but also addresses the risk required to reach their goals. Stress testing has been especially useful in putting clients at ease during these past turbulent months, allowing them to see potential scenarios and how their portfolio might perform in the best, bad, and worse cases. Integrations with our performance and financial planning software allows us to easily bring in live data in for clients, saving time and effort in maintaining consistency across platforms.

Cons

I feel that the financial planning piece in the risk tolerance workflow is the weakest piece. I am more likely to use my financial planning software for running Monte Carlo situations than Hidden Levers because of the limited functionality and inability to look at multiple scenarios easily. Most data entry is intuitive but there are still a few places where it takes quite a bit of time to get used to the layout of the system, specifically for entering holdings data and within the financial planning area.

Tavis L.
Overall rating
  • Industry: Financial Services
  • Company size: 2-10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 5.0 /10

Functionality vs Professional Visuals

Reviewed on 2020/08/11

I'd give Hidden Levers a middle-of-the-road grading overall. Personally and as a firm we often take...

I'd give Hidden Levers a middle-of-the-road grading overall. Personally and as a firm we often take issue with the professionalism of the website and desire more appealing reporting. However, the functionality of the software is very much there and the cost/benefit is a great ratio.

Pros

I like a lot of it's functionality, especially the ease of use in creating and analyzing portfolios. We also as a firm like Hidden Lever's risk analysis questionnaire. Householding is easy and the functionality is mostly there.

Cons

Definitely the visual imagery used in the software. The reports are alright, and they get the job done, but they are also relatively unprofessional compared to some other reporting software I've seen. But the website itself is just childish in many ways. I don't like the thumbnail icons and a lot of it just looks goofy.

Lauren W.
Overall rating
  • Industry: Financial Services
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

HiddenLevers helps me demonstrate value

Reviewed on 2020/08/04

It's been good! It's a built in part of our process. The risk tolerance questionnaire has to be...

It's been good! It's a built in part of our process. The risk tolerance questionnaire has to be turned in with each new account, but it goes above and beyond other RTQs by providing the analysis and crash testing scenarios.

Pros

Typically, I utilize HiddenLevers to analyze the existing portfolio vs. the proposed managed strategy. I like that it shows both risk and reward. These are two elements that I try to consistently teach clients about. I think HiddenLevers does a really good job illustrating that taking 10% more risk equates to 1-2% more reward with about the same difference on the downside.

Cons

Sometimes it's difficult to select households and show the breakdown of the allocation. I love using HL to show the allocation breakdown, because it gives me all the information I need to properly explain the portfolio and teach my clients about the overall and underlying investments.

Bob L.
Overall rating
  • Industry: Financial Services
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

HL Review

Reviewed on 2020/07/30

This provides us with a straightforward, portfolio stress-testing software that is easily...

This provides us with a straightforward, portfolio stress-testing software that is easily understood by our advisors and their clients. No issues there. I want to see HL continue to push forward with development and functionality.

Pros

The product is quite intuitive and easy to explain to potential users with a clean and appealing UI. Layering the data allows for a simple, surface-level view for clients but provides the flexibility for advisors to drill down into the information much further. It provides a clear picture of what is happening/could potentially happen and allows for meaningful interaction with various levers on the scenarios screen.

Cons

I would say that the area in greatest need of growth is with integrations. Of all the feedback I get, that is perhaps the most frequent response. It integrates well with Orion, but needs to create more robust connections to other products (Redtail, Advizr, etc).

Showing 5 reviews of 57 Read all reviews

HiddenLevers FAQs

Below are some frequently asked questions for HiddenLevers.

HiddenLevers offers the following pricing plans:

  • Starting from: US$300,00/month
  • Pricing model: Subscription
  • Free Trial: Available

HiddenLevers is offered across four pricing plans, outlined below. A 30-day free trial is available. Basic: $300/month or $3,600/year Pro: $600/month or $7,200/year Elite: $1,200/month or $14,400/year Prime: Starts at $2,400/month or $28,800/year Please contact HiddenLevers directly for further pricing details.

HiddenLevers offers the following features:

  • Benchmarking
  • Client Management
  • Compliance Management
  • Data Import/Export
  • Data Warehousing
  • Performance Metrics
  • Risk Analytics
  • Scenario Planning

HiddenLevers has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

HiddenLevers supports the following languages:

English

We do not have any information about what devices HiddenLevers supports

HiddenLevers integrates with the following applications:

Redtail CRM, Salesforce Sales Cloud

HiddenLevers offers the following support options:

Phone Support, Online Support, Knowledge Base, Video Tutorials

Related categories

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