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Average Ratings 0 Ratings

Total
ease
features
design
support

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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

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

Screenshots View All

No images available

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 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 

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