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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Top wealth management companies utilize the HiddenLevers Advisor Platform to assess client risk profiles, conduct portfolio stress tests, and develop strategies that mitigate risks while aligning with future objectives. The platform enables advisors to create tailored proposals showcasing risk tolerance, fee attribution, stress test results, and detailed breakdowns by style and sector, all presented under their own branding. Furthermore, HiddenLevers equips executives in financial institutions with vital business intelligence, allowing them to oversee risks associated with assets under management (AUM), clientele, revenue streams, and overall profitability, right down to the individual advisor's portfolio. This platform offers customizable tools for monitoring and visualizing risk metrics, asset movements, and key performance indicators specific to the firm, empowering leaders to navigate growth and complexity effectively and adapt swiftly to changing market conditions. By leveraging such insights, firms can enhance decision-making processes and improve client outcomes.

Description

Mobeye specializes in creating solutions that empower businesses to discover and leverage their in-store growth opportunities. By merging cutting-edge technology with deep consumer market knowledge, the company delivers innovative, high-value offerings to its clients. They firmly believe that quick execution, accurate measurement, and prompt responses are critical elements of achieving operational excellence. Users can monitor their point-of-sale activities in real time, enhancing product performance across various distribution channels. With detailed data available at the store level, businesses can harness actionable insights on national, regional, and individual store bases. Their Insights studies help pinpoint in-store growth drivers across all channels swiftly. Moreover, the Focus application allows for the optimization of field team visits while enabling community delegation for gathering insights, ensuring a comprehensive approach to maximizing in-store effectiveness. This holistic strategy not only elevates brand visibility but also fosters a competitive edge in a rapidly changing retail landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addepar Yes 

Integrations

Addepar No 

Pricing Details

$300 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HiddenLevers

Country

United States

Website

www.hiddenlevers.com

Vendor Details

Company Name

Mobeye

Country

France

Website

www.mobeye-app.com

Product Features

Stock Portfolio Management

Billing & Invoicing No 
Client Management Yes 
Data Warehousing Yes 
For Investment Advisors Yes 
For Traders Yes 
Order Management No 
Portfolio Accounting No 
Portfolio Rebalancing No 
Risk Management Yes 
Tax Management No 
Technical Analysis No 
Wash Sale Detection No 

Product Features

Predictive Analytics

AI / Machine Learning No 
Benchmarking Yes 
Data Blending Yes 
Data Mining Yes 
Demand Forecasting Yes 
For Education Yes 
For Healthcare Yes 
Modeling & Simulation Yes 
Sentiment Analysis Yes 

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