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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 chat, email, documentation, and other online measures. 

LongDescription

Real Time Analytics

Fee Management

Performance Management

Activity Tracking

Market Risk Management

Real Time Monitoring

Financial Analysis

Bonds/Stocks

Scenario Planning

Financial Management

Risk Assessment

Risk Analysis

Financial Risk Reporting

Portfolio Analysis

Portfolio Modeling

Stress Tests

Data Import/Export

Risk Management

For Investment Advisors

Compliance Management

Real Time Data

Performance Metrics

Historical Reporting

Benchmarking

Portfolio Rebalancing

Workflow Management

Visual Analytics

Reporting & Statistics

Modeling & Simulation

Asset Lifecycle Management

Reporting/Analytics

Monitoring

Client Management

Third Party Integrations

For Traders

Data Management

HiddenLevers is offered across four pricing plans, outlined below. A 30-day free trial is available. 

Basic: $300/month or $3,600/year
Pro: $600/month or $7,200/year
Elite: $1,200/month or $14,400/year
Prime: Starts at $2,400/month or $28,800/year

Please contact HiddenLevers directly for further pricing details.

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