Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Today’s modern websites attract visitors, social media posts capture attention, and emails successfully convert leads, all tailored specifically for you and automated to fit your needs. Once the domain of only those with deep pockets, fully customized websites and targeted drip marketing campaigns are now accessible to everyone. Twenty Over Ten offers an inbound marketing platform equipped with three powerful tools designed to expand your advisory business. The first impression your website creates is vital, necessitating a sleek and professional appearance. By utilizing personalized website designs, you can increase traffic, gather more leads, and turn visitors into clients by engaging your target audience effectively. With user-friendly drag and drop tools, managing your website becomes a breeze, while an award-winning content library not only captivates prospects but also enhances your SEO efforts. While advisors require effective marketing strategies for growth, compliance teams play a crucial role in oversight and regulation. Compliance Core effectively connects compliance departments with financial advisors, allowing for a streamlined workflow. The platform enables you to upload content specific to your firm and facilitates bulk approval or rejection of materials, ensuring that marketing efforts align with regulatory standards. It's a win-win situation that empowers both advisors and compliance teams.
API Access
Has API
No
API Access
Has API
No
Screenshots View All
No images available
Integrations
Addepar
No
Pricing Details
$300 per user per month
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
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
No
iPad App
No
Android App
No
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
HiddenLevers
Country
United States
Website
www.hiddenlevers.com
Vendor Details
Company Name
Twenty Over Ten
Country
United States
Website
twentyoverten.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
Social Media Marketing
Analytics
No
Automated Publishing
No
Contact Management
No
Content Management
No
Conversion Tracking
No
Customer Targeting
No
Keyword Filtering
No
Multi-Account Management
No
Post Scheduling
No
Website Builder
Auto Update
No
Content Import / Export
Yes
Drag & Drop
Yes
Invoices
Yes
Landing Pages / Web Forms
Yes
Newsletter Management
Yes
Online Booking
No
Online Store Builder
No
Pre-built Templates
Yes
Real Time Editing
Yes
SEO
Yes
Survey Builder
Yes
White Label
No