TrustRadius: an HG Insights company

What is HiddenLevers?

HiddenLevers is a risk technology platform providing applications for wealth management. Boasting over $500 billion in assets on the platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a macro-scenario library, portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.

Screenshots

Screenshot of Stress test your investment portfolios using over 100 built-in scenarios, or change economic assumptions on the fly to create your own scenarios.
Screenshot of HiddenLevers offers complete cashflow analysis including support for goals, income, liabilities, estate planning, and more.
Screenshot of HiddenLevers will help customize branded proposals which can then be generated by users from within the HL platform.
Screenshot of Compare the performance of up to four portfolios across multiple scenarios, enabling you to present allocation options and discuss risk in real terms with clients.

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Screenshot of Stress test your investment portfolios using over 100 built-in scenarios, or change economic assumptions on the fly to create your own scenarios.

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationNo
Supported CountriesUnited States, Canada

FAQs

What are HiddenLevers's top competitors?
Morningstar Direct, Nitrogen Growth Platform, and BlackRock Aladdin are common alternatives for HiddenLevers.