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

HiddenLevers Mastermind: Top FAQs of HiddenLevers

HiddenLevers Mastermind Session: Top FAQs of HiddenLevers from hiddenlevers on Vimeo.   Get ready for another amazing HiddenLevers Mastermind Session (literally the hottest thing since sliced bread). In this episode, we gathered the most frequently asked questions our advisors hadabout HiddenLevers. Your hosts, Jeff + David, will dive into each question and give you theContinue reading HiddenLevers Mastermind: Top FAQs of HiddenLevers

HiddenLevers Mastermind: Preparing Your Clients and Models for Volatility

Did the recent market plunge have your clients worried and stressed? Your clients and models should be prepared and HiddenLevers can help. In this session we’ll cover: How to discuss risk and volatility with your clients How to make model changes to combat our current volatile environment Stress testing for various potential 2018 outcomes YourContinue reading HiddenLevers Mastermind: Preparing Your Clients and Models for Volatility

War Room: Bitcoin – Con or Currency?

The bitcoin craze is taking us into uncharted waters and unregulated digital money is fighting to replace government-backed money. While we are constantly bombarded by cryptocurrency news, the Euro and British Pound have staged a comeback. – Do cryptocurrencies have value? – How have other currencies performed during bitcoin’s rise? – Can a bitcoin crash takeContinue reading War Room: Bitcoin – Con or Currency?

Spotlight on Subscribers: A Real Differentiation Tool

We work with some of the best financial advisors in the world. Thank you, Michael, for the great feedback. Today’s spotlight shines on… Michael Carlin,  from Henry + Horne Wealth Management Q. How did you get started with HiddenLevers? In my search for portfolio management tools, Hidden Levers came up as a viable possibility.  After myContinue reading Spotlight on Subscribers: A Real Differentiation Tool

HiddenLevers Mastermind: Tools to Wow Your Prospects in 2018

We hear from our advisors, “I’d like to make HiddenLevers a part of every prospect meeting, but I’m not sure how.” You know the basics, but you’d like to be a master. In this session, discover how to use various HiddenLevers features to show your prospects why your recommendations better suit their financial goals andContinue reading HiddenLevers Mastermind: Tools to Wow Your Prospects in 2018

Mastermind Series Recap (Session 3): Tools to Wow Your Prospects With in 2018

We hear from our advisors, “I’d like to make HiddenLevers a part of every prospect meeting, but I’m not sure how.” You know the basics, but you’d like to be a master. In the Mastermind Sessions, we discuss tips, tricks, and proven best practices from top producing advisors to help you get the most out of HiddenLevers.Continue reading Mastermind Series Recap (Session 3): Tools to Wow Your Prospects With in 2018

HiddenLevers Mastermind: Using HiddenLevers with Current Clients, Not Just Prospects

Why use HiddenLevers in every client-facing meeting? There is no better way to visually demonstrate the investment choices you are making. Visualize risk/reward trade-offs, get their buy-in, and encourage transparency. Session #2 – Using HiddenLevers with Current Clients, Not Just Prospects Learn what to do when a client’s risk tolerance doesn’t match their income needs and goals,Continue reading HiddenLevers Mastermind: Using HiddenLevers with Current Clients, Not Just Prospects

Mastermind Series Recap (Session 2): Using HiddenLevers with Current Clients, Not Just Prospects

Why use HiddenLevers in every client-facing meeting? There is just no better way to visually demonstrate the investment choices you are making. Visualize risk/reward trade-offs, get their buy-in, and encourage transparency. Session #2 – Using HiddenLevers with Current Clients, Not Just Prospects Learn what to do when a client’s risk tolerance doesn’t match their income needsContinue reading Mastermind Series Recap (Session 2): Using HiddenLevers with Current Clients, Not Just Prospects

New Feature: Fixed Income + Geographic Analysis

HiddenLevers is releasing two new modules for our Investment Proposals, closing the gap between traditional portfolio analytics and our next-gen stress testing. These pages were suggested by users who wanted to terminate their Morningstar subscription and keep only HiddenLevers. Fixed Income Analysis- For individual bond CUSIPs and fixed income funds, learn the type, term, rating,Continue reading New Feature: Fixed Income + Geographic Analysis

Introducing HiddenLevers Mastermind Sessions

We talk to dozens of advisors every day and we’re often asked – “What are best practices for using HiddenLevers?” “What ways do you find other advisors using HiddenLevers?” “How can I build better models with HiddenLevers?” To answer these questions and many more, we created a new monthly webinar – the HiddenLevers Mastermind Sessions! ThisContinue reading Introducing HiddenLevers Mastermind Sessions