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

We are very happy with our decision to integrate Riskalyze into our practice.

This has been a great proposal tool that we have used with our clients, and the customizable proposal is very attractive.

Great customer service, easy to use with clients, very understandable and relatable scenarios.

I think the downside number can be misleading when comparing against the risk score.

HL is easy to use and easily customized to create client-friendly deliverables that look good every time.

This software is so rich with data and information, yet I can simplify the presentation to make it easy for the client to understand.

The cash flow financial planning tool is pretty bad.

The overall experience has been positive. Chat support is very effective and the agents are very prompt to respond.

It’s been great for on boarding and a great supplement to my business.

Good marketing tool to use with clients and prospects.

However, the functionality of the software is very much there and the cost/benefit is a great ratio.

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.

Ease of high quality analytics with easy to understand interface for clients.

Manipulating data can be difficult at times. Customizing the reports can also be a pain.

It is not easy for me to get automatic imports of our portfolios into Hidden Levers, so I need to do the imports manually. This is not entirely a Hidden Levers problem.

Sometimes it's difficult to select households and show the breakdown of the allocation.

I love the simplicity of inputting portfolios into the tool.

The product is quite intuitive and easy to explain to potential users with a clean and appealing UI.

I love the way that it has a style box to show exactly what the client is invested in and the short term (1-year) volatility that could be had in the software.

Very easy to input information and integrate with emoney.

It was confusing and complicated to use at first.

Stress testing portfolios in times of uncertainty.

Not much flexibility in the pricing structure. We are exploring if our Broker-Dealer/Home-Office is willing to pay for it or one of our sponsors companies.

When a macro fails, you will very likely lose your file.

There is no introduction or guide for new users so I think there is probably lots of functionality that I am not aware of.

I get frustrated sometimes when my chart export to PowerPoint doesn't work.

Nothing of note, the only thing missing is some customizability.

Macabacus has saved me hundreds of hours on repetitive tasks and improved the quality of my work.

It’s saved me hundreds of hours over the years.

The most impactful features for me are the keyboard shortcuts and navigation tools that help me speed up the time it takes me to build financial models and clean up external files.

Some of the actions cannot be 'undone' if used by mistake.

We work with Finance Manager on modelling pricing strategy with relative ease that are tremendously helpful for our growth strategy.

I find the integration with Excel, the customization tools for modelling and formatting and the ease of use to be exceptional.

I have heard of colleagues sometimes having trouble with plug-in disappearing.

Incapable of use with S&P Capital IQ is the worst part with Macabacus.

For powerpoint, I utilize the formatting shortcuts daily and find it to be the most useful tool. For excel, I mainly use macabacus for precedent and dependent tracking.

Great tool that I wished I had earlier in my career. Would have saved countless hours of building and reviewing models.

The shortcuts and ability to import excel data in PowerPoint is amazing.

Extremely helpful for navigating between office.

Ease of use and pasting into PPT has made using Macabacus great.

Very easy to use, extremely powerful to save time while using excel for modelling purposes and allowing for very useful functionalities.

Whenever I try to do this, the sizing gets messed up or it autofit to the location I am trying to add it to.

When working with multiple documents, that can be somewhat frustrating.

I use the trace / export to powerpoint / word the most. It's a great, low-cost alternative to other high-cost trace functions through capiq or other resources.

For tracing dependents and precedents is great and for importing charts to PPT.

Formula tracing is very useful and more effective than native Excel features. Customizable formatting shortcuts are extremely helpful while building financial models as well.

Overall, a good product for the price and a helpful add-in.

Super pleased w/ the product – I'm a forever user.

Shortcuts are a life savers when modelling to be more time efficient when building.

My overall experience has been great and Macabacus has improved my productivity.

Ease of use, formula / shortcut management, exporting data from excel and tracing source.

Undo functionality is very scary because it doesn't work.

Macabacus is easy to download and integrate into my workflow.

Occasionally plug-in simply disappears and needs to be restarted.

US Dollar

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.

Email/Help Desk

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

51-200

201-500

501-1000

1000+

HiddenLevers

In Person

Live Online

Webinars

Documentation

Videos

Macabacus is an enterprise-grade, productivity tool for Excel modeling and pitch deck creation. The software helps finance and banking professionals perform data analysis and create presentations. The platform enables managers to standardize documents and ensure brand consistency. Additionally, it lets stakeholders link Microsoft Excel with Microsoft PowerPoint and Microsoft Word to manage content on a centralized dashboard.

HiddenLevers vs Macabacus

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons