All HiddenLevers Reviews
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HiddenLevers Reviews
Reviews Summary
Overall Rating
4.3Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
3.8
Customer Support
4.5
Value for money
4.1
Functionality
4.3
Pros
"I love using HL to show the allocation breakdown, because it gives me all the information I need to properly explain the portfolio and teach my clients about the overall and underlying investments. "
"The most impactful components of Hidden Levers are the risk tolerance workflow, stress testing, and integrations with our other software."
"The support team at Hidden Levers, specifically those handling the chat support, has been outstanding in their responsiveness to any questions we had about the software. If they don't have the answer right away, they always follow up with updates."
Cons
"I am more likely to use my financial planning software for running Monte Carlo situations than Hidden Levers because of the limited functionality and inability to look at multiple scenarios easily."
"Stress test risks, potential downside, sharpe & sortino ratios and the drawdown comparison in the proposal tool."
"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."
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