Resonant Capital Redefines Client Experience Using HiddenLevers Unböring Tools

When Resonant Capital Advisors was formed in late 2018, Ben Dickey, the firm’s President, knew he wanted to enhance client meetings using technology. Resonant’s team members worked together to identify tools that would help them deliver the experience they sought. Dickey sought to streamline and upgrade the firm’s practice by delivering personalized service utilizing interactive,Continue reading Resonant Capital Redefines Client Experience Using HiddenLevers Unböring Tools

The Future is Here: HiddenLevers + Orion Business Intelligence Integration

Gain Deeper Firm-Level Insight with the HiddenLevers + Orion Business Intelligence Integration According to the Dresner Advisory Service’s 2018 Wisdom of Crowds® Business Intelligence Market Study, the top five business intelligence objectives for organizations in 2018 were: Enhanced customer service Growth in revenues Increased competitive advantage Improved operational efficiency and cost savings Better decision-making TheseContinue reading The Future is Here: HiddenLevers + Orion Business Intelligence Integration

The Number One Tool for Fiduciaries

Since starting his career in financial services, Dany Martin, Partner and Wealth Advisor of Williams Financial Advisors LLC, prioritized client relationships above all else. This client-centric approach helped Martin rise through the ranks of retail banking, break away from the brokerage world, and become a partner of Williams Financial Advisors, LLC. “Rather than be a transaction-based advisor,Continue reading The Number One Tool for Fiduciaries

HiddenLevers Redefines Simplicity for North Country Wealth

When Justin Dering, Founder of North Country Wealth Management, joined the RIA world in late 2018 it was “an eye-opening switch.” Dering knew he needed to bring the best-in-breed tech to his clients, but wasn’t sure where to turn. Drawn to Morningstar for its name recognition, Dering was optimistic but quickly realized the “gold standard”Continue reading HiddenLevers Redefines Simplicity for North Country Wealth

Why Paragon Chose HiddenLevers Over Morningstar

When Robert Calhoun became a partner of Paragon Financial Advisors in 2016, he understood the urgency to upgrade his firm’s tech. Paragon was expanding quickly and needed new software that could keep up with its growing client base. As early adopters of financial technology, Paragon sought to implement the best tech available for their clients.Continue reading Why Paragon Chose HiddenLevers Over Morningstar

HiddenLevers Helps CFO4Life Showcase Next Level Alts

Sean Alford, Investment Solutions Manager and Senior Financial Planner of CFO4Life, had a dilemma. His client wanted to implement some changes to their manager lineup. Using HiddenLevers stress testing and portfolio analytics, Sean found several good options, but from the beginning he knew there was something better. After a bit of digging, Sean came acrossContinue reading HiddenLevers Helps CFO4Life Showcase Next Level Alts

HiddenLevers Brings You Interactive Risk Tolerance Surveys

HiddenLevers announces a better way to help clients visualize risk and reward and pinpoint exactly what clients want – Interactive Risk Survey. You just completed another risk tolerance survey and your client comes back “moderate.” But does your client understand what that means? We both know the answer to that…Now watch a better path forward:Continue reading HiddenLevers Brings You Interactive Risk Tolerance Surveys

Financial Journey Partners Uses HiddenLevers to Help Clients Reach New Heights

With risk tech now a staple tool in every advisor’s tool kit, advisors like Elaine Manley, Founder and Financial Advisor of Financial Journey Partners, a hybrid RIA with Mutual Advisors, needed a risk solution that made sense for her clients. Familiar with the bigger risk software players, HiddenLevers immediately stood out to Elaine. “HiddenLevers wasContinue reading Financial Journey Partners Uses HiddenLevers to Help Clients Reach New Heights

Advisors’ Top 4 Favorite Features of 2018

Goodbye 2018, Hello 2019! This year HiddenLevers released a ton of new features to help enhance the client experience, improve efficiency, and stay ahead of the market. Here’s a breakdown of our top 4 product features that transformed advisors’ practices: Portfolio Composition Analytics: Visualize portfolio statistics like market cap, style, and sector analysis with engaging widgets orContinue reading Advisors’ Top 4 Favorite Features of 2018

HiddenLevers Supercharges Empowered Portfolios

Today’s Success Story is with Empowered Portfolios. When Empowered Portfolios Chief Investment Officer Michael Hakerem,CFA® began his search for the best in tech, he placed a tall order to enhance his investment Process and Discipline: an integrated system that offered personalized, sophisticated output in less than a minute. As an outsourced chief investment officer and fintechContinue reading HiddenLevers Supercharges Empowered Portfolios

3 Easy Ways To Calm Nervous Clients

Watch it full screen here. With markets taking “fall back” too literally, use these 3 easy HiddenLevers tips will help ease your client’s nerves. 1. Avoid Panic Selling + Instill Confidence First things first, sign into your HiddenLevers account. Don’t have one? Sign up a for a free HiddenLevers trial account and get access toContinue reading 3 Easy Ways To Calm Nervous Clients

Newest HiddenLevers Fan: The Atlanta Fed

This past week representatives of the Federal Bank of Atlanta invited HiddenLevers to be included in its Regional Economic Information Network (REIN). The REIN is an extensive outreach program focused on meeting with business leaders to better understand economic trends, opportunities, and challenges. After almost a decade of consistently fresh economic insight by the HiddenLevers economicContinue reading Newest HiddenLevers Fan: The Atlanta Fed

War Room: Financial Crisis PTSD

The investor mindset is still overly pre-occupied with the infamous 2008 crash and is a crowd favorite among the HiddenLevers historical almanac scenarios. Ten years later, risk-oriented advisors may be over emphasizing the 2008-09 max drawdown as their benchmark for a garden-variety market haircut, to the detriment of their clientele. 1. How do markets inContinue reading War Room: Financial Crisis PTSD

Your Best Prospect Is Your Current Client

How HiddenLevers and Orion Help Advisors Grow Relationships Did you know that it costs five times as much to acquire a new client than to retain an existing one? According to the Harvard Business Review, your resources are well spent working not just to gain new clients, but to better satisfy the clients you have. Here at HiddenLevers weContinue reading Your Best Prospect Is Your Current Client