HiddenLevers
The HiddenLevers Advisor Platform empowers wealth management firms to effectively assess client risk tolerance and stress-test portfolios. By generating tailored proposals, advisors can present insights on risk profiles, fee structures, and asset allocations. Executives gain real-time visibility into firm-wide performance metrics, enabling strategic decision-making and enhanced client service.
Top HiddenLevers Alternatives
Toggle
Reflexivity, formerly known as Toggle AI, revolutionizes investment analysis with its Toggle Terminal, allowing users to effortlessly pose questions in natural language.
Private Wealth Systems
Award-winning portfolio management and reporting software empowers sophisticated investors with unparalleled control.
MyStockPortfolio
Designed for stockpickers, this online platform provides robust tools for portfolio management, dividend research, and REIT analysis.
Co-Pilot
Co-Pilot revolutionizes portfolio management with its cloud-based, multi-asset trading platform designed for wealth managers.
Portfolio Trader
Designed for both professional traders and casual investors, this app offers robust tools for managing stock portfolios.
PortfolioShop
Designed for investment professionals, this stock portfolio management software simplifies the complexities of fund structures by offering specialized tools for capital activity management, including side pockets and management fees.
Fund Manager
Available in Personal, Professional, and Advisor versions, it caters to individual investors, professional traders, and...
NetWorth Advising Platform
By integrating advanced asset management and reporting features, it empowers financial advisors to efficiently navigate...
Clear Street Studio
With powerful tools for portfolio analytics, real-time data access, and automation capabilities, it efficiently processes...
ATrad
Among their offerings are a paperless board meeting solution for iPad and the Infosense Business...
Kavout
By leveraging machine learning and over 200 factors, users receive timely, automated insights and signals...
StockCentral
StockCentral offers online portfolio management, robust dividend research, and advanced stock screening capabilities...
Benzinga Pro
Users benefit from analyst ratings, access to free reports, and timely news updates, ensuring they...
Fund Manager
With versions designed for varying needs, users can seamlessly track an array of investments, including...
Morningstar Office Cloud
It streamlines portfolio analysis, risk assessment, and client reporting, enabling users to make informed investment...
Top HiddenLevers Features
- Client risk tolerance assessment
- Portfolio stress testing
- Custom proposal generation
- Branded proposal presentations
- Real-time risk monitoring
- Asset flow visualization
- Individual advisor tracking
- Firm-wide performance analytics
- Scenario analysis tools
- Risk attribution insights
- KPI customization options
- Goal-oriented investment strategies
- Compliance management features
- Integration with Orion Advisor Technology
- Stress test reporting
- Sector and style analysis
- Profitability tracking
- Asset drift analysis
- Growth management tools
- Business intelligence dashboards
Top HiddenLevers Alternatives
- Toggle
- Private Wealth Systems
- MyStockPortfolio
- Co-Pilot
- Portfolio Trader
- PortfolioShop
- Fund Manager
- NetWorth Advising Platform
- Clear Street Studio
- ATrad
- Kavout
- StockCentral
- Benzinga Pro
- Fund Manager
- Morningstar Office Cloud
