Hidden Levers

Product Type:

Risk Tolerance Assessment

HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.

Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing.

INTEGRATION:

Orion, eMoney, MoneyGuidePro, FinaMetrica, Envestnet Tamarac, LPL BranchNet

PRICING:

BASIC – $300 per month, per user

PRO – $600 per month, 3 users. $200 per additional user.

ELITE – $1200 per month, 8 users. $150 per additional user.

ENTERPRISE – Contact Sales

FREE TRIAL AVAILABLE?:

Yes.

CREATED BY:

HiddenLevers

COMPANY ABOUT US:

HiddenLevers uses big data to measure millions of relationships between the economy and investments. Interest rates affect home sales and oil prices, which impact the price of Home Depot stock. We uncover these links for 35,000+ investments.

CONTACT:

Phone: 800-277-4830

E-mail: Live chat available on site