HiddenLevers Description
Leading wealth management firms use HiddenLevers Advisor Platform for clients to assess risk tolerance and stress test portfolios. The platform also allows them to make recommendations that reduce risk while achieving future goals. Advisors can create branded proposals that include risk tolerance, fee assignment, stress tests, style breakdowns, sector breakdowns, and more. HiddenLevers offers true business intelligence to C-Suites of Financial Institutions. It monitors risk to assets (AUM), clients and revenue. It also provides insight into individual advisors' books of business. Executives can manage complexity and growth in real time with customizable monitoring and visualization of risks, asset flows, and asset drift.
Pricing
Pricing Starts At:
$300 per user per month
Integrations
Company Details
Company:
HiddenLevers
Headquarters:
United States
Website:
www.hiddenlevers.com
Media
Recommended Products
- Includes 100+ Premium Features
- Unlimited Calling, Faxing, SMS, Conferencing.
- Unlimited Calling, Faxing, SMS, Conferencing.
Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Phone Support
Online
HiddenLevers Features and Options
Stock Portfolio Management Software
Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection