Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

“It was unlike any other software we’d seen before,” said Avisen Chief Operating Officer Michelle Kessel-Harbart. When Avisen first heard of HiddenLevers, the firm immediately saw the potential of using HiddenLevers to optimize its practice. Avisen was blown away by HiddenLevers core offerings such as stress testing and the Hello-to-Close workflow, but the Cash FlowContinue reading Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

Hanson McClain Wins Big with Stress Testing

  Hanson McClain Advisors (Hanson McClain), a registered investment advisory firm with over $2 billion assets under management, has over 20 years of client-focused investment management and financial planning. Although Hanson McClain successfully built a book of business through its client-centric approach, they struggled with effectively communicating investment risk with their clients. That’s why whenContinue reading Hanson McClain Wins Big with Stress Testing

HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows

  HiddenLevers provides you with risk management, client presentation, and now retirement analysis. With our newest feature, Cash Flow Analysis, we created a new way to present potential risks of your prospect + client’s financial plans. Check out the replay of this month’s Mastermind as David + Jeff walk through: 1. Why we decided toContinue reading HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows

3 Ways Financial Advisors Can Win Millennial Business

Millennials are on track to receive $30 trillion in inheritance alone in the next decade or so, yet only 30% of financial advisors are actively prospecting this demographic. What’s preventing you from tapping into such a large market of potential clients? My guess is the difficulty you may face trying to market to them. WhenContinue reading 3 Ways Financial Advisors Can Win Millennial Business

Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business

When it comes to engaging with prospects your brand of service is your unique, competitive advantage. But with changing times technology has become the center of many firms. Using the right software has become increasingly important, and financial softwares like HiddenLevers and Redtail can help amplify your competitive edge to win new business. With HiddenLeversContinue reading Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business

HiddenLevers Models Complex Investments

HiddenLevers Mastermind Session – SMAs, Options, Structured Notes from hiddenlevers on Vimeo. Many Advisors use HiddenLevers to model risk + return for stocks and bonds, but did you know, we can also help model nearly any type of asset class from options to structured products to alts to non-marketable securities. In our recent Mastermind session, co-hostsContinue reading HiddenLevers Models Complex Investments

Fresh Feature: Survey Tracking

Here at HiddenLevers we’re continuously updating and releasing new features to help advisors.  This year we’ve released new analytics, an Investor Policy Statement, and Structured Note support. What Is the Survey Tracker? Survey Tracking—our latest feature—is yet another utensil in our Advisors’ tool box. With all your prospects + clients it can be difficult toContinue reading Fresh Feature: Survey Tracking

Markets getting weird. Do your proposals address that?

You can’t just ignore current market realities when courting new clients. In this Mastermind session, we tackled the popular feature – customizable risk-forward proposals. Our proposal system is the perfect presentation tool to win over a prospect or replace your current quarterly performance report. From stress test results to sector analysis to fees analysis, the proposal bundlesContinue reading Markets getting weird. Do your proposals address that?

The Fed Introduced It’s 2018 Stress Test, and It’s Bad

The Federal Reserve released the details for its 2018 Stress Test.  It’s not pretty. They’re simulating a 65% drop to the equities market and a deep recession rather than their usual 50% drop. As a part of the Dodd-Frank Act, “Too Big to Fail” banks must perform stress tests on their assets to make sureContinue reading The Fed Introduced It’s 2018 Stress Test, and It’s Bad