Über 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.

Preisoptionen ab:

300,00 $/Monat

  • Gratis Testen
  • Abonnement

Geräte

Unternehmensgröße

K M G

Preisoptionen ab:

300,00 $/Monat

  • Gratis Testen
  • Abonnement

Bilder

HiddenLevers cash flow analysis
HiddenLevers financial planning
HiddenLevers risk profile comparison
HiddenLevers proposal generation
5 weitere anzeigen
Videos zu HiddenLevers HiddenLevers Screenshot: HiddenLevers cash flow analysis HiddenLevers Screenshot: HiddenLevers financial planning HiddenLevers Screenshot: HiddenLevers risk profile comparison HiddenLevers Screenshot: HiddenLevers proposal generation

Funktionen

Gesamtzahl der Funktionen von HiddenLevers: 48

  • API
  • Aktivitäts-Verfolgung
  • Analyse von Verlaufstrends
  • Angebotserstellung
  • Anleihen / Aktien
  • Benchmarking
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Cash-Flow-Management
  • Compliance Management
  • Data Warehousing (Datenlager)
  • Daten-Import / -Export
  • Datenmanagement
  • Drittanbieter-Integration
  • Echtzeit-Analytik
  • Echtzeit-Daten
  • Echtzeit-Vergleiche
  • Echtzeitüberwachung
  • Ertragsmanagement
  • Finanzanalyse
  • Finanzmanagement
  • Finanzrisikoberichterstattung
  • Für Anlageberater
  • Für Trader
  • Gebühren Management
  • Historische Berichte
  • Konfigurierbarer Workflow
  • Kundenmanagement
  • Leistungskennzahlen
  • Leistungsmanagement
  • Marktrisikomanagement
  • Modellierung & Simulation
  • Performance-Tests
  • Portfolio-Modellierung
  • Portfolio-Neuausrichtung
  • Portfolioanalyse
  • Prognosen
  • Risiko-Warnungen
  • Risikoanalyse
  • Risikobewertung
  • Risikomanagement
  • Stress-Tests
  • Szenarioplanung
  • Vermögensverwaltung
  • Visuelle Analytik
  • Workflow-Management
  • Überwachung
  • „Was wäre wenn“-Szenarien

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Nutzerbewertungen

Gesamtbewertung

4,3 /5
(57)
Preis-Leistungs-Verhältnis
4,1/5
Funktionen
4,3/5
Bedienkomfort
3,8/5
Kundenbetreuung
4,4/5

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5 von 57 Bewertungen angezeigt
Brian A.
Gesamtbewertung
  • Branche: Vermögensverwaltung
  • Untern. Größe: 2-10 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

A Great Tool for Advisors and Clients

Bewertet am 9.8.2020

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.

Vorteile

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.

Nachteile

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.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: 11-50 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Powerful tool for facilitating discussions around risk

Bewertet am 11.8.2020

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.

Vorteile

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.

Nachteile

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.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: 2-10 Mitarbeiter
  • Wöchentlich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

Functionality vs Professional Visuals

Bewertet am 11.8.2020

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.

Vorteile

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.

Nachteile

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.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: 51-200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

HiddenLevers helps me demonstrate value

Bewertet am 4.8.2020

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.

Vorteile

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.

Nachteile

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.
Gesamtbewertung
  • Branche: Finanzdienstleistungen
  • Untern. Größe: 11-50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

HL Review

Bewertet am 30.7.2020

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.

Vorteile

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.

Nachteile

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).

5 von 57 Bewertungen angezeigt Alle Bewertungen

HiddenLevers Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über HiddenLevers.

HiddenLevers bietet folgende Kostenpläne an:

  • Beginnt ab: 300,00 $/Monat
  • Preismodell: Abonnement
  • Gratis Testen: Verfügbar

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.

Wir haben keine Informationen über die Funktionen von HiddenLevers

HiddenLevers hat die folgenden typischen Kunden:

Selbstständig, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

Wir haben keine Informationen darüber, welche Sprachen HiddenLevers unterstützt

HiddenLevers unterstützt die folgenden Geräte:

HiddenLevers kann in folgende Anwendungen integriert werden:

RedTail CRM, Salesforce Sales Cloud

HiddenLevers bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, Wissensdatenbank, Telefon-Support, Chat

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