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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.

Website

https://www.hiddenlevers.com/

Contacts

https://www.linkedin.com/company/hiddenlevers/

https://twitter.com/HiddenLevers

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.

Addepar
Addepar
Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
#Portfolio Reporting #Account Aggregation #Analytics
Albridge | BNYMellon
Albridge Applink
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
#Account Aggregation
AssetBook
AssetBook
AssetBook equips Advisors with robust portfolio accounting software, attractive client reporting and experienced technology consulting at an affordable price.
#Billing #Analytics #Portfolio Reporting
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.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Blueleaf
Blueleaf
Blueleaf is a provider of Financial Relationship Management Software.
#Portfolio Reporting #Account Aggregation #Billing
Charles Schwab
Charles Schwab
Charles Schwab strives to disrupt the status quo of the traditional Wall Street approach on behalf of the clients.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Financial Planning #Portfolio Management #Retirement Planning
eMoney
eMoney Advisor | Fidelity Investments
eMoney is a wealth planning system for financial advisors.
#Financial Planning #Account Aggregation #Analytics #Retirement Planning #Tax Planning
Envestnet
Envestnet
Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness.
#Portfolio Management #Financial Planning #Portfolio Reporting #Proposal Generation
Fidelity
Fidelity
Fidelity offers investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
#Custodian #Analytics #Trading #Portfolio Management #Investment Research
FirstRate
First Rate
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments.
#Portfolio Reporting #Account Aggregation #Billing #CRM
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.
#Broker-Dealer Platforms #Custodial Platforms #Custodian #Trading #Portfolio Management #Tax Planning
LPL Financial
Fortigent | LPL Financial
Fortigent is a wealth management platform for financial professionals targeting high-net-worth families.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Proposal Generation
Grendel Equisoft
Grendel | Equisoft
Grendel is a CRM, Client Portal, and Performance centric platform, built from the ground up for the financial services industry.
#CRM
LPL Financial
LPL WealthVision
WealthVision is a comprehensive and flexible web-based wealth and goal planning tool that provides comprehensive, aggregated client view of all assets in one place with real time asset values for their financial plan across multiple accounts and advisors.
#Financial Planning
MoneyGuide | Envestnet
MoneyGuide | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
MoneyGuide | Envestnet
MoneyGuidePro | Envestnet
MoneyGuide is the industry’s leading financial planning software platform.
#Financial Planning #Risk Profiling #Portfolio Management #Investment Research #Portfolio Reporting #Retirement Planning #Tax Planning
Morningstar
Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia.
#Investment Research
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.
#Portfolio Management
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.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
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.
#Financial Planning #Broker-Dealer Platforms #College Planning #Custodial Platforms #Custodian #Portfolio Management #Retirement Planning
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
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.
#Risk Profiling #Analytics #Rebalancing #Portfolio Management #Trading #Proposal Generation
Salesforce
Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is the world's #1 CRM solution, reimagined for financial services.
#CRM
TD Ameritrade
TD Ameritrade
TD Ameritrade helps individual investors pursue their financial goals through its brokerage subsidiaries.
#Custodian #College Planning #Financial Planning #Portfolio Management #Trading #Investment Research #Retirement Planning
TradePMR
TradePMR
TradePMR provides brokerage and custody services for registered investment advisors.
#Custodian
Wealth Access
Wealth Access
Wealth Access is one of the industry’s largest independent personal financial management and account aggregation platform
#Account Aggregation

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