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 or through our custom proposal system. With the ability to customize your view,  bring forward the analysis modules that are meaningful to your clients. Reflect where your investment committee shines most. HiddenLevers gives you choices.
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  • SMA/Annuity Data Feeds: HiddenLevers now brings you the entire universe of investable assets. With access to SMA + Annuity data you can review managers in seconds and build portfolios with SMAs. Learn more about our SMAs with this Masterminds session on the Secrets of SMAs.

HiddenLevers Mastermind Session #13 – Secrets of SMAs from hiddenlevers on Vimeo.

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  • Survey Tracking: Never lose track of another survey, monitor survey completion, and contact all clients + prospects from one screen. Bulk email clients, quickly sort for who hasn’t completed a risk survey, and set a timeframe for all clients to be e-mailed another survey (set it + forget)! Check out the full article here.

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