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

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

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

Mastermind Series Recap (Session 1): Building Better Models

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 Mastermind Series Recap (Session 1): Building Better Models

Product Update: Detailed Asset Allocation

We are always looking for ways to make your HiddenLevers experience more enjoyable and efficient. Our Risk Profile analysis now provides a detailed asset allocation breakdown. This update allows you to easily dissect your portfolio allocations and compare + contrast asset class details. We designed it with the same beautiful aesthetic you’ve come to expectContinue reading Product Update: Detailed Asset Allocation