Fintech Integration Marketplace

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HiddenLevers

HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and 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 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.
HiddenLevers is the ultimate tool for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk.

HiddenLevers

Risk Tolerance
Stress Testing
Proposal Generation
Analytics
Portfolio Construction
Portfolio Optimization
Investment Screening

HiddenLevers

Companies that integrate with HiddenLevers

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Albridge | BNYMellon
Albridge | BNY Mellon
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Folio Institutional
Folio Institutional
Folio Institutional provides an integrated brokerage and custodial platform featuring patented, state-of-the art trading, portfolio and client management tools.
Grendel Equisoft
Grendel | Equisoft
Grendel is a CRM, Client Portal, and Performance centric platform, built from the ground up for the financial services industry.
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Raymond James
Raymond James
Raymond James Financial, Inc. is a diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
Wealth Access
Wealth Access
Wealth Access is one of the industry’s largest independent personal financial management and account aggregation platform

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