HiddenLevers Overview

HiddenLevers is a sophisticated investment management software designed to enhance portfolio analysis and risk management for financial advisors and investment firms. The platform offers a comprehensive suite of tools for scenario modeling, stress testing, and performance analytics, ensuring that financial professionals can make informed investment decisions. HiddenLevers’ intuitive interface allows users to easily create and analyze investment scenarios based on market conditions, economic factors, and portfolio allocations, providing deep insights into potential risks and opportunities. Advanced features such as real-time data integration, customizable reports, and client presentation tools enhance the effectiveness of investment strategies and client communication. The software supports seamless integration with popular portfolio management and financial planning tools, ensuring a unified approach to investment management. Additionally, HiddenLevers provides robust analytics capabilities, offering insights into portfolio performance, asset correlations, and market trends, enabling advisors to optimize their investment strategies. With features like compliance tracking, scenario analysis, and collaborative planning, HiddenLevers empowers investment professionals to enhance their decision-making processes, improve client outcomes, and drive business growth through a reliable and comprehensive investment management software solution.

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Contact Details

  • Vendor Name HiddenLevers
  • Founded 2011
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Investment Management

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HiddenLevers Features

  • Arrow Icon Liquidity Analysis
  • Arrow Icon Market Risk Management
  • Arrow Icon Risk Analysis
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Operational Risk Management
  • Arrow Icon Portfolio Management
  • Arrow Icon Portfolio Modeling
  • Arrow Icon For Hedge Funds
  • Arrow Icon Compliance Management
  • Arrow Icon Credit Risk Management
  • Arrow Icon Loan Portfolio Management
  • Arrow Icon Stress Tests
  • Arrow Icon Accounting
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Financial Analysis
  • Arrow Icon Visual Analytics
  • Arrow Icon For Investors & Traders
  • Arrow Icon For Investment Advisors
  • Arrow Icon Risk Management
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Portfolio Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Compliance Tracking
  • Arrow Icon Bonds/Stocks
  • Arrow Icon Mobile Access
  • Arrow Icon Commodity Futures
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon Fund Management
  • Arrow Icon Client Portal
  • Arrow Icon Benchmarking
  • Arrow Icon Client Management
  • Arrow Icon Client Management
  • Arrow Icon Wash Sale Detection
  • Arrow Icon Risk Management
  • Arrow Icon For Traders
  • Arrow Icon Financial Analysis
  • Arrow Icon Portfolio Accounting
  • Arrow Icon Portfolio Management
  • Arrow Icon Tax Management
  • Arrow Icon Stock Management
  • Arrow Icon Portfolio Rebalancing
  • Arrow Icon For Investment Advisors
  • Arrow Icon Alerts/Notifications

HiddenLevers Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$300 Per Month

HiddenLevers FAQs

HiddenLevers is a sophisticated investment management software designed to enhance portfolio analysis and risk management for financial advisors and investment firms. The platform offers a comprehensive suite of tools for scenario modeling, stress testing, and performance analytics, ensuring that financial professionals can make informed investment decisions. HiddenLevers’ intuitive interface allows users to easily create and analyze investment scenarios based on market conditions, economic factors, and portfolio allocations, providing deep insights into potential risks and opportunities. Advanced features such as real-time data integration, customizable reports, and client presentation tools enhance the effectiveness of investment strategies and client communication. The software supports seamless integration with popular portfolio management and financial planning tools, ensuring a unified approach to investment management. Additionally, HiddenLevers provides robust analytics capabilities, offering insights into portfolio performance, asset correlations, and market trends, enabling advisors to optimize their investment strategies. With features like compliance tracking, scenario analysis, and collaborative planning, HiddenLevers empowers investment professionals to enhance their decision-making processes, improve client outcomes, and drive business growth through a reliable and comprehensive investment management software solution.

  • No, HiddenLevers does not offer a free version.

  • Yes, HiddenLevers offers a free trial.

  • No, Credit Card details are not required for the HiddenLevers trial.

  • HiddenLevers offers the following pricing plans & packages:

    Basic

    $300 Per Month

  • HiddenLevers supports the following payment frequencies:

    • Monthly Subscription

  • No, HiddenLevers does not offer an API.

  • HiddenLevers offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • HiddenLevers offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • HiddenLevers supports the following languages:
    • English

  • Following are the typical users of the HiddenLevers:
    • Self-Employed , Small-Business , Midsize-Business

  • HiddenLevers supports the following deployment:
    • Cloud Hosted

  • HiddenLevers supports the following devices and operating systems:
    • Web-Based

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