New Feature: White-Labeled Hello-to-Close Workflow

HiddenLevers now offers a single, customizable software solution that assesses risk tolerance, analyzes current holdings, applies your recommendations, and pushes proposals directly to account opening. This workflow can also be white-labeled to match your firm’s brand identity. Try a 7-day trial free HERE.

This plug-n-play solution begins with customization and choice. Your firm can white-label the look and feel of HiddenLevers to better represent your brand, including customizing survey questions, general site design, and proposal layout.

When advisors log in for the first time, the setup is complete, and they are ready to begin stress testing suitability and closing new clients.

Benefits of Hello to Close

  • Frictionless Sales Process
  • Sophisticated Stress Testing Model
  • White-Labeled, Professional Proposals
  • Custom Surveys Your Advisors Prefer
  • Model Selection Tool of Approved Strategies
  • Digital + Efficient Process
  • Competitive Tool for Recruiting New Advisors

To explore how this can work for your team, call 800.277.4830 or email sales@hiddenlevers.com or schedule a demonstration.

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