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Über HiddenLevers

Comprehensive portfolio analytics and cutting-edge macro scenario stress testing for financial advisors and asset managers.

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Brian A.
President in USA
Vermögensverwaltung, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

A Great Tool for Advisors and Clients

5 letztes Jahr

Kommentare: I was I think a fairly early adopter of HL (2016). I have loved the software since day one. The service team is great as well and listens to the ideas provided by users.

Vorteile:

Portfolio stress testing is excellent. It's a way for us to more easily explain potential risks and opportunities for clients and prospects, and to tell the story as to "why" we are doing what we are doing on behalf of our clients. The ability to generate an analysis to a full blown proposal and IPS in one tool is terrific. The War Rooms are great and thought provoking. I love the sense of humor and imagery in constructing the presentations.

Nachteile:

I think the hedging wizard seems to be lacking a bit. I believe there is a greater opportunity to incorporate more economic data and charting for users to maybe take business away from the Y charts of the world. If there were a better integration into core website design companies, there may be a way to provide a few selected stress tests to help clients and non-clients alike consider their exposure, and serve as a lead generation for advisors. If you can bring back CE for the long form presentations, that would be awesome (

Kory F.
Associate Investment Advisor in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Powerful tool for facilitating discussions around risk

4 letztes Jahr

Kommentare: Overall, we have been pleased with using Hidden Levers for the risk conversation with clients and see much potential for expanded use in the future with other pieces of the software (specifically the IPS functionality and proposal). 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.

Vorteile:

The most impactful components of Hidden Levers are the risk tolerance workflow, stress testing, and integrations with our other software. The risk tolerance questionnaire takes a simple questionnaire to see their risk tolerance next to the risk profile. The financial planning tool and the recommendation section allows the advisor to guide the conversation toward a solution that fits their risk tolerance but also addresses the risk required to reach their goals. Stress testing has been especially useful in putting clients at ease during these past turbulent months, allowing them to see potential scenarios and how their portfolio might perform in the best, bad, and worse cases. Integrations with our performance and financial planning software allows us to easily bring in live data in for clients, saving time and effort in maintaining consistency across platforms.

Nachteile:

I feel that the financial planning piece in the risk tolerance workflow is the weakest piece. 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. Most data entry is intuitive but there are still a few places where it takes quite a bit of time to get used to the layout of the system, specifically for entering holdings data and within the financial planning area.

Tavis L.
Portfolio Administrator in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Herkunft der Bewertung

Functionality vs Professional Visuals

3 letztes Jahr

Kommentare: I'd give Hidden Levers a middle-of-the-road grading overall. Personally and as a firm we often take issue with the professionalism of the website and desire more appealing reporting. However, the functionality of the software is very much there and the cost/benefit is a great ratio.

Vorteile:

I like a lot of it's functionality, especially the ease of use in creating and analyzing portfolios. We also as a firm like Hidden Lever's risk analysis questionnaire. Householding is easy and the functionality is mostly there.

Nachteile:

Definitely the visual imagery used in the software. The reports are alright, and they get the job done, but they are also relatively unprofessional compared to some other reporting software I've seen. But the website itself is just childish in many ways. I don't like the thumbnail icons and a lot of it just looks goofy.

Chip M.
Financial Advisor in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Effective tool for constructing model portfolios and analyzing the risk of a prospect's investments

5 vor 7 Monaten

Kommentare: We are regular users of Riskalyze in designing and modifying our model portfolio allocations and in analyzing 401k/403b holdings for our clients and prospects. We find the software easy to use, reliable, and the customer support team - who are available either by chat window or phone - are very knowledgeable and helpful. We are very happy with our decision to integrate Riskalyze into our practice.

Vorteile:

The fact that this software has both a client-facing application that helps clients to really dive down to a client's individualized risk score, and also has a portfolio analysis application that helps us fine tune the risk profile of each of our models, makes Riskalyze a great tool to help clients see which of our model allocations make the most sense for them. We also use Riskalyze to analyze the risk of a prospect's investment allocation. Many of the prospects we meet with are surprised to learn the level of risk that they are currently taking on in their investment portfolio compared to their "real" risk tolerance as determined by the Riskalyze questionnaire.

Nachteile:

Sometimes certain share classes of mutual funds that we try to enter into an allocation to analyze don't have a Riskalyze score assigned. However, Riskalyze allows us to assign a different share class of the same fund as a proxy for Riskalyze analysis, so we are able to get a complete picture of the risk profile of the allocation we are analyzing.

Lauren W.
Financial Advisor in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

HiddenLevers helps me demonstrate value

5 letztes Jahr

Kommentare: It's been good! It's a built in part of our process. The risk tolerance questionnaire has to be turned in with each new account, but it goes above and beyond other RTQs by providing the analysis and crash testing scenarios.

Vorteile:

Typically, I utilize HiddenLevers to analyze the existing portfolio vs. the proposed managed strategy. I like that it shows both risk and reward. These are two elements that I try to consistently teach clients about. I think HiddenLevers does a really good job illustrating that taking 10% more risk equates to 1-2% more reward with about the same difference on the downside.

Nachteile:

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

Bob L.
Director of Business Operations in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

HL Review

4 letztes Jahr

Kommentare: This provides us with a straightforward, portfolio stress-testing software that is easily understood by our advisors and their clients. No issues there. I want to see HL continue to push forward with development and functionality.

Vorteile:

The product is quite intuitive and easy to explain to potential users with a clean and appealing UI. Layering the data allows for a simple, surface-level view for clients but provides the flexibility for advisors to drill down into the information much further. It provides a clear picture of what is happening/could potentially happen and allows for meaningful interaction with various levers on the scenarios screen.

Nachteile:

I would say that the area in greatest need of growth is with integrations. Of all the feedback I get, that is perhaps the most frequent response. It integrates well with Orion, but needs to create more robust connections to other products (Redtail, Advizr, etc).

Peter T.
Financial Advisor in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Thoresen Review

4 letztes Jahr

Kommentare: account / portfolio allocation monitoring / re balancing.
Risk assessment.....now connected to client input!

Vorteile:

-- Open interface - user friendly (i.e. Cut/paste from excel) -- concept / philosophy of Risk Score and relatability to world events. -- GUI - awesome! Nice layout / tools / summary of information

Nachteile:

- Loss of saved preferences (i.e. households - accounts get dropped or benchmarks get reset). My hunch is most of this is integration related (albridge). -- data integrity concerns: example - year end performance errors on MF's due to year-end distribtutions. These events make me suspect

Michael H.
CIO in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Integral part of my wealth stack

4 letztes Jahr

Kommentare: I've really enjoyed working with the evolving software that supports our desire to provide smart decision-support that is advisor-centric and client-focused. The software is feature-rich when it comes to working with individual securities and custom-assets--some competitors take short-cuts that do not yield high quality outputs.

Vorteile:

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

Nachteile:

As the company has ramped, it's harder to get turnaround on bugs, fixes, and desired features.

George J.
Wealth Advisor in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

HiddenLevers Review

5 letztes Jahr

Kommentare: 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

Vorteile:

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!

Nachteile:

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

Sean C.
Director of Financial Planning in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Dynamic risk modeling tool that helps drive conversations and improve portfolio designs

4 letztes Jahr

Kommentare: We are modeling portfolios and winning assets in competitive situations. Additionally, we are educating clients on the risks in their portfolio and how certain ideas and/or strategies may affect the risk/return profile of their portfolio.

Vorteile:

Stress test risks, potential downside, sharpe & sortino ratios and the drawdown comparison in the proposal tool. These are the go to talking points and items of consideration for most of the investors we work with.

Nachteile:

Relies quite a bit on risk statistics, which are almost always incorrect given that portfolios are most often actively traded over time. This can stall conversations early on and must be positioned appropriately in order to be able to utilize valuable insights on the page (potential downside, sharpe/sortino, drawdown).

David Y.
Partner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

The Good and The Bad

4 letztes Jahr

Kommentare: Very positive and an excellent method for documenting fiduciary recommendations.

Vorteile:

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

Nachteile:

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.

Richard T.
cio in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Building better Client Portfolios

5 letztes Jahr

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.
Financial Advisor in USA
Finanzdienstleistungen, Selbstständig
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

HL Review

5 letztes Jahr

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

Vorteile:

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.

Nachteile:

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.

Cory P.
Director of Investments in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Best Investment Proposal Tool I've Seen

5 letztes Jahr

Vorteile:

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.

Nachteile:

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.
Investment Specialist in USA
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great for client interaction and simple analysis

4 letztes Jahr

Kommentare: 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.

Vorteile:

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

Nachteile:

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.

Henry P.
Chief Investment Officer in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: 6-12 Monate
Herkunft der Bewertung

Excellent resource for Portfolio Managemnt

5 letztes Jahr

Kommentare: Excellent. Best product I have used outside of Bloomberg.

Vorteile:

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.

Nachteile:

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.

Chris B.
Planner in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Great product, service is ok

4 letztes Jahr

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

Vorteile:

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

Nachteile:

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.

Jacob H.
Advisory Associate in USA
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Overall Very Helpfull

4 letztes Jahr

Kommentare: Overall I think it's incredibly useful for clients. Many do not really know how much risk they are willing to take until they go through this exercise with us.

Vorteile:

The software is very easy for clients to understand. We have had positive feedback from clients after they take the initial survey and then when we explain the results to them to further a discussion about investments.

Nachteile:

I've had a lot of difficulty uploading outside client investments into the software. I have had issues with different tickers not being recognized, and needing to figure out whether to add an additional "-" or "." between letters to get the software to read it correctly.

Rick G.
Client Advisor in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

HL Power

5 letztes Jahr

Kommentare: This is a game changer for us as a firm. Many clients and prospects love to see stress tests and hypotheticals based son various external events.

Vorteile:

I like the Stress Test Scenarios the most probably. helps with clients who are concerned about the markets or who have a lot of cash to deploy. We can show them the relatively sensitivity of their portfolio to many different potential outcomes. Extremely helpful.

Nachteile:

Wish the quality of the reports was a little better. Maybe enhanced graphics, etc.

Chung W.
Financial Advisor in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Excellent for Presentations

5 letztes Jahr

Kommentare: Overall, HiddenLevers is essential to our business. When our words aren't enough to convey to clients why something they want isn't the best choice, a quick report could speak volumes to them.

Vorteile:

The most impactful part of using Hidden Levers is using the scenarios. The way it portrays a client's portfolio against financial disasters of the past really gives relatability to the client when discussing the the importance of risk to financial planning.

Nachteile:

While integration into our software was not a big hurdle, the biggest improvement to the software could be an easier way of editing the report. Changing who worked on the report and who it was prepared by should be changeable. And also printing options for scaling the information for landscape/portrait format, as well as filling in excess whitespace around charts for better presentation.

Logan T.
Portfolio Administrator in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Wealth Advisors Group - Hidden Levers

4 letztes Jahr

Vorteile:

Easy to create portfolio, decent risk profile, good risk survey

Nachteile:

Reports do not look professional!!, we do not feel like we can put in front of clients.

Dan C.
Director in USA
Finanzdienstleistungen, 201-500 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

My thoughts

4 letztes Jahr

Kommentare: Good

Vorteile:

Proposal generation, economic indicators

Nachteile:

The way risk is determined is more obtuse and complicated than riskalyze. That needs to be cleaned up. The stress tests show too extreme of examples

Danny D.
Investment Manager in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Kostenlose Testversion
Herkunft der Bewertung

Great Platform -- Very Expensive

5 letztes Jahr

Kommentare: Great Platform -- Very Expensive for smaller offices

Vorteile:

Customization in great details (building custom portfolios for stress testing). Also, the ability to manipulate the growth rates, etc. on an individual/one-off basis (given the fact that our clients are heavily invested in alternative products with non-traditional downside or growth rates.

Nachteile:

Very expensive. It is priced at a point that makes it not cost-effective for us to pay for the tools on our own. 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. If they are not, we will unfortunately likely not continue using Hidden Levers.

Andrew J.
Advisor in USA
Finanzdienstleistungen, 11-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Unique tool, needs improved functionality

4 letztes Jahr

Kommentare: Overall good. Very appealing interface for clients that helps them understand their risk. Improvements in workflow would go a long way.

Vorteile:

Very clean interface for clients. Scenario testing is unique and captures clients' attention.

Nachteile:

Integration with firm models is clunky creating many duplicates (user should be able to screen only the models they want to see). Risk surveys can be difficult to track for multiple parties in one household or for multiple goals (each new survey replaces the previous one).

Michael W.
Advisor in USA
Finanzdienstleistungen, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Useful Platform

4 letztes Jahr

Kommentare: Overall very happy with this product, it is easy to add portfolios and proposals and the interactive features of stress testing give such a good visual to clients.

Vorteile:

The ease of uploading data and the way the data presents

Nachteile:

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