HiddenLevers 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

HiddenLevers

4.3

(58)

Pricing

Starting at $300.00 per month

About HiddenLevers

HiddenLevers is a stock portfolio and financial risk management software that helps organizations generate stress test portfolios, monitor assets, analyze mutual funds, and more from within a unified platform. With the advisory platform, staff members can generate custom branded proposals, monitor client risk tolerance, and create investment cost comparisons, among other operations.

HiddenLevers enables team members to conduct what-if scenario analysis and stress testing to visualize and gain insights into overall business product performance. It lets employees use investment objectives, loss tolerance, and other custom benchmarks to track allocation drifts. It allows users to gain visibility into downside and upside risks for cash flow, assets, EBITDA, and revenue across multiple macroeconomic scenarios. Additionally, supervisors can automatically reconcile net flows, generate reports on new clients, and monitor advisor performance.

HiddenLevers comes with an application programming interface (API), which allows businesses to integrate the platform with several third-party solutions. It is available on annual and monthly subscriptions and support is extended via phone, live ch...

HiddenLevers Screenshots

HiddenLevers Pricing and Plans

Starting price: $300.00 per month

Free Trial

Free Version

Basic

$300.00

flat rate, per month

Plan includes:

Custom Branding
Digital Risk Questionnaire
Economic Data Center
Integrations
Interactive Stress Testing
Portfolio Risk Profiles
Risk Profile Comparison
War Room Webinars

Elite

$1,200.00

flat rate, per month

Plan includes:

Correlation Screener
Custom Branding
Custom Risk Questionnaire
Digital Risk Questionnaire
Economic Data Center
Integrations
Interactive Presentation
Interactive Stress Testing
IPS Generation
Monte Carlo Analysis

Prime

$2,400.00

flat rate, per month

Plan includes:

Correlation Screener
Custom Asset Schema
Custom Branding
Custom Risk Questionnaire
Digital Risk Questionnaire
Docusign Integration
Economic Data Center
E Office Permission Controls
Hedge Fund + PE Data Feed
Integrations

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HiddenLevers Features

Popular features found in Financial Risk Management
Credit Risk Management
Loan Portfolio Management
Operational Risk Management
Portfolio Modeling
More features of HiddenLevers
API
Benchmarking
Bonds/Stocks
Client Management
Compliance Management
Data Import/Export
Data Management
Fee Management
Financial Analysis
Financial Management
Financial Risk Reporting
Forecasting
For Investment Advisors
For Traders
Historical Reporting
Market Risk Management
Modeling & Simulation
Monitoring
Performance Metrics
Portfolio Analysis
Portfolio Management
Portfolio Rebalancing
Real-Time Data
Reporting/Analytics
Reporting & Statistics
Risk Analysis
Risk Assessment
Risk Management
Scenario Planning
Stress Tests
Third-Party Integrations
Visual Analytics

HiddenLevers Integrations

Salesforce Sales Cloud

Redtail CRM

HiddenLevers User Reviews

Overall Rating

4.3

Ratings Breakdown

41%

52%

Secondary Ratings

Ease of Use

3.8

Value for money

4.1

Customer support

4.5

Functionality

4.3

Verified

Reviewer

Financial Services

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed July 2020

Neat

Ratings Breakdown

Ease of use

Functionality

Pros:

The report profile and display of the data is unlike anything my clients have seen. It's easy to understand, easy to customize, and overall well done.

Cons:

So many options sometimes it's a bit overwhelming. Too many pathways of navigation.

George J.

Verified reviewer

Financial Services

11-50 employees

Used daily for less than 2 years

Reviewed August 2020

HiddenLevers Review

It's by far the best risk tolerance software and great to show clients how they are allocated, risk exposure as well as potential gain and loss overtime

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I mostly use the reports to show clients their current allocation and stress testing their portfolios to make sure they are invested in the correct allocation for their tolerance. I also use it to compare different portfolio's for clients and prospects and to look at the current holdings in each of our models, since they are updated in real time. We use HL for every client meeting we have. It's by far the best risk tolerance tool we've found!

Cons:

Yes, we'd like to be able to easily add indexed annuities and other products like the ETFs with some downside protection.

Reasons for switching to HiddenLevers

Our team found that HiddenLevers was a much better risk tolerance tool than riskalyze.

Rebecca C.

Verified reviewer

Financial Services

11-50 employees

Used weekly for less than 6 months

Review source

Reviewed August 2020

Good start

Ratings Breakdown

Ease of use

Functionality

Pros:

Once we were trained on the product, finding the link, downloading the surveys into pdf were easy.

Cons:

It's very difficult to search for clients to see if they have filled out a survey, it seems like the only way to find their survey is to click the emailed link once they have completed it. Also, the link to send to clients is very cumbersome, and there are no features to change the name of the sender - ie I am sending the survey on my boss' behalf.

David Y.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed August 2020

The Good and The Bad

Very positive and an excellent method for documenting fiduciary recommendations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use, integrations with Wealth Vision, and quick ability to add investments through customer support.

Cons:

Portfolio comparison report requires ability to customize, or be improved. The report, specifically the large arrows front and center, are not conducive to client presentations and require skipping around. Furthermore, a rebalancing function would benefit the platform so we can show what rebalancing efforts add or detract from portfolio management over one, three, or five years.

Reasons for switching to HiddenLevers

Ease of use, and a better fit with our procedures.

Richard T.

Verified reviewer

Financial Services

11-50 employees

Used weekly for more than 2 years

Reviewed August 2020

Building better Client Portfolios

I consider HL an excellent risk management tool. Staff support is great. Client facing presentations are easy to explain and understand. And the software is intuitive in usuer interface. High marks on all accounts.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The software provides a detailed analysis of the key drivers to a portfolio's risk and return. It allows the user to quickly understand portfolio strengths and weaknesses relative to a specific benchmark or custom portfolio. It's also highly intuitive and reasonably easy to use.

Cons:

I think the market is beginning to trade increasingly off factors and less off Morningstar style boxes. I note [SENSITIVE CONTENT HIDDEN] at JPM often dismisses style boxes but will entertain questions about how momentum is impacting performance. Therefore, an analysis of how much a portfolio's return is driven by momentum vs. dividends vs. Size vs Growth v Value (Fama/ French/ Cahart) relative to a standard benchmark such as the S&P500 would be a nice value add.

Justin D.

Verified reviewer

Financial Services

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed August 2020

HL Review

Overall, my experience has been great. I've been very happy.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love the simplicity of inputting portfolios into the tool. Navigating the tool is easy and smooth - I'm impressed by the speed in which you can navigate the software. I don't know anything about IT, but it seems to perform really well. I like the ability to compare portfolios side-by-side. I utilize the risk tool to show clients how their portfolio is allocated compared to their risk score.

Cons:

The cash flow financial planning tool is pretty bad. But it doesn't need to be. I think you guys should look at what RetireUp does and try to emulate what they do. It's a simple tool and I'd think it's pretty easy to build (compared to other more robust tools). I'd love to see HL create a feature that competes with RetireUp.

Reasons for choosing HiddenLevers

Features. Riskalyze is so focused on the risk number. That's just one data point. I like that I can create proposals and analyze portfolios and ideas with HL.

Cory P.

Verified reviewer

Financial Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed July 2020

Best Investment Proposal Tool I've Seen

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

This tool is game changing for financial advisors and investment teams. The ability to bring in accounts from nearly anywhere, then stress test those and create proposals, leads to an efficient and scalable process. As soon as I saw it, I knew I had to have it in my life.

Cons:

There are so many things you can do within this tool it's hard to master all of them. Two years in and I'm still learning some of the unique features.

Trenton K.

Verified reviewer

Financial Services

201-500 employees

Used weekly for more than 2 years

Reviewed August 2020

Great for client interaction and simple analysis

It's great for having discussions of risk with clients, being able to demonstrate the risk in their portfolio, comparing risk in a way a client can understand.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love that you can copy and past data from excel directly into HL. It makes it incredibly simple to input prospect info.

Cons:

When looking at portfolio information, it doesn't have the option of using a morningstar style guide. Instead it gives percentages of asset classes, that make me have to look around. The mornignstar style guide is much more intuitive.

Reasons for choosing HiddenLevers

Kawanti is more backtesting, where HL is more looking forward.

Reasons for switching to HiddenLevers

Love the changing scenarios which really keep the software relevant for existing clients. It also is better for comparing portfolios for prospects.

Henry P.

Verified reviewer

Financial Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed August 2020

Excellent resource for Portfolio Managemnt

Excellent. Best product I have used outside of Bloomberg.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The scenario analysis function is extremely useful to answer client questions about a specific event or concern. Additionally, there is good functionality in terms of compare and contrast portfolios to different benchmarks. From a "risk management" perspective there is sufficient data that can be mined to show the changing nature of a portfolio risk during different market environments.

Cons:

I would like there to be a mid-tier price point between single user and the 8 user option. I think this would benefit smaller firms to upgrade. A more flexible custom report feature would be good too.

Reasons for switching to HiddenLevers

Much better analytics

Chris B.

Verified reviewer

Financial Services

2-10 employees

Used daily for more than 2 years

Reviewed August 2020

Great product, service is ok

I would rate a 6/10. The product is good, a little pricey but the service is lacking.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ease of use for planner and client. Thorough yet simple so clients can understand.

Cons:

Service isn’t the best. I was a user before our organization and I basically had to redo all clients after. No call to let me know, and offer assistance as a user already on the system.

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