Was ist HiddenLevers?

HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our 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 cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.

Wer verwendet HiddenLevers?

We serve RIA's, BD representatives, Asset Managers, Portfolio Managers, and Portfolio Analysts.

HiddenLevers – Details

HiddenLevers

2011 gegründet

HiddenLevers – Videos und Bilder

Videos zu HiddenLevers
HiddenLevers Software - 1 - Vorschau
HiddenLevers Software - 2 - Vorschau
HiddenLevers Software - 3 - Vorschau
HiddenLevers Software - 4 - Vorschau

HiddenLevers – Details

HiddenLevers

2011 gegründet

Kosten ähnlicher Produkte wie HiddenLevers vergleichen

Startpreis

300,00 $/Monat
9,22 $/Monat
Nicht verfügbar
1.000,00 $/Monat

Kostenlose Version

Kostenlose Version Nein
Kostenlose Version Ja
Kostenlose Version Nein
Kostenlose Version Nein

Gratis Testen

Gratis Testen Ja
Gratis Testen Ja
Gratis Testen Nein
Gratis Testen Ja

HiddenLevers – Bereitstellung und Support

Kundenbetreuung

  • E-Mail/Helpdesk
  • Wissensdatenbank
  • Telefon-Support
  • Chat

Einsatz

  • Cloud, SaaS, webbasiert

Training

  • Persönlich
  • Live Online
  • Webinare
  • Dokumentation
  • Videos

Funktionen von HiddenLevers

  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Alarmfunktion / Benachrichtigungen
  • Anleihen / Aktien
  • Anpassbare Berichte
  • Asset Lifecycle Management
  • Audit Trail
  • Auftragsmanagement
  • Benchmarking
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Buchhaltung
  • Compliance Management
  • Compliance-Verfolgung
  • Daten-Import / -Export
  • Datenvisualisierung
  • Dokumentenmanagement
  • Dokumentenspeicher
  • Drittanbieter-Integration
  • Echtzeit-Analytik
  • Echtzeit-Berichterstattung
  • Echtzeit-Daten
  • Echtzeitüberwachung
  • Finanzanalyse
  • Finanzmanagement
  • Fondsverwaltung
  • Für Anlageberater
  • Für Investoren & Händler
  • Gebühren Management
  • Immobilien
  • Investment-Tracking
  • Kontaktmanagement
  • Kundenmanagement
  • Kundenportal
  • Leistungskennzahlen
  • Leistungsmanagement
  • Lohn- und Gehaltslisten & Kommissionen
  • Mobiler Zugriff
  • Modellierung & Simulation
  • Portfolio-Neuausrichtung
  • Portfoliomanagement
  • Risikobewertung
  • Risikomanagement
  • Self-Service Portal
  • Visuelle Analytik
  • Warentermingeschäfte
  • Workflow-Management
  • Zusammenfassende Berichte
  • Überwachung

Siehe die vollständige Anlagenverwaltung Software Liste

  • ACH Zahlungsabwicklung
  • AIMR-Compliance
  • API
  • Aktivitäts-Dashboard
  • Audit Trail
  • BSA-Compliance
  • Berichterstattung / Analyse
  • Berichterstattung und Statistik
  • Betriebsrisiko-Management
  • Betrugserkennung
  • Bewertung von Derivaten
  • CBOT
  • Compliance Management
  • Datenmanagement
  • Einkommen & Bilanz
  • FACTA Red Flags
  • Finanzielle Risikoberichterstattung
  • Für Hedge Fonds
  • GLBA-Management
  • Geschäftsprozess-Steuerung
  • Handels-Nachverfolgung
  • Hierarchiemanagement
  • Kontrahentenrisiken
  • Kontrollprüfung
  • Kredit-Portfolio-Management
  • Kreditrisiko-Management
  • LME
  • Leistung: Bargeld / Kein Bargeld
  • Leistung: Zeitraum
  • Leistungskennzahlen
  • Lieferanten-Management
  • Limit-Kontrolle
  • Liquiditätsanalyse
  • Marktrisikomanagement
  • Modifizierte Dietz-Analyse
  • NYBOT
  • NYMEX
  • OTC
  • Portfolio-Modellierung
  • Portfolioanalyse
  • Portfoliomanagement
  • Renditen-Analyse
  • Risikoanalyse
  • Risikobewertung
  • Schuldenmanagement
  • Stress-Tests
  • Szenarioplanung
  • Unternehmens-Risikomanagement
  • Wechselkursrisiken
  • Zinsratenrisiken

Siehe die vollständige Finanzrisikomanagement Software Liste

  • Aktien-Tracking
  • Alarmfunktion / Benachrichtigungen
  • Bestandsführung
  • Budgetierung/Prognosen
  • Daten-Import / -Export
  • Direkter Vergleich
  • Drittanbieter-Integration
  • Erkennung von Scheingeschäften
  • Finanzanalyse
  • Finanzmanagement
  • Für Anlageberater
  • Für Trader
  • Historische Berichte
  • Kategorisierung / Gruppierung
  • Kundenmanagement
  • Kundenportal
  • Mehrere Währungen
  • Merkliste
  • Portfolio-Berichterstellung
  • Portfolio-Buchhaltung
  • Portfolio-Neuausrichtung
  • Portfoliomanagement
  • Risikoanalyse
  • Risikomanagement
  • Steuerkonformität
  • Steuermanagement
  • Tracking von Kryptowährungen
  • Vermögensverwaltung
  • Visuelle Analytik
  • Was-wäre-wenn-Analyse
  • Zielsetzung / Nachverfolgung
  • Überwachung

Siehe die vollständige Stock Portfolio Management Software Liste

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Erfahrungen mit HiddenLevers

Alle 58 Nutzerbewertungen lesen

Durchschnittliche Bewertung

Gesamt
4,3
Benutzerfreundlichkeit
3,8
Kundenservice
4,5
Funktionen
4,3
Preis-Leistungs-Verhältnis
4,1

Nutzerbewertungen nach Bewertung

5
24
4
30
3
2
2
2

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1.000
  • >1.001
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.