Success Story: 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 Success Story: 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

Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

“It was unlike any other software we’d seen before,” said Avisen Chief Operating Officer Michelle Kessel-Harbart. When Avisen first heard of HiddenLevers, the firm immediately saw the potential of using HiddenLevers to optimize its practice. Avisen was blown away by HiddenLevers core offerings such as stress testing and the Hello-to-Close workflow, but the Cash FlowContinue reading Avisen Securities Closes $5M Days After Using HiddenLevers Cash Flow Analysis

Hanson McClain Wins Big with Stress Testing

  Hanson McClain Advisors (Hanson McClain), a registered investment advisory firm with over $2 billion assets under management, has over 20 years of client-focused investment management and financial planning. Although Hanson McClain successfully built a book of business through its client-centric approach, they struggled with effectively communicating investment risk with their clients. That’s why whenContinue reading Hanson McClain Wins Big with Stress Testing

HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows

  HiddenLevers provides you with risk management, client presentation, and now retirement analysis. With our newest feature, Cash Flow Analysis, we created a new way to present potential risks of your prospect + client’s financial plans. Check out the replay of this month’s Mastermind as David + Jeff walk through: 1. Why we decided toContinue reading HiddenLevers Mastermind – HiddenLevers Helps You Model Cash Flows

Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business

When it comes to engaging with prospects your brand of service is your unique, competitive advantage. But with changing times technology has become the center of many firms. Using the right software has become increasingly important, and financial softwares like HiddenLevers and Redtail can help amplify your competitive edge to win new business. With HiddenLeversContinue reading Give Yourself a Competitive Edge: Use Innovative Tech to Win New Business

FAANGs for the Memories

Lately the FAANG gang (Facebook, Apple, Amazon, Netflix, Google) is feeling the brunt of the market. With public mistrust and regulatory scrutiny threatening their freedom, serious risks loom for the FAANGs. But are these price shocks company-specific or a macro issue? Within HiddenLevers, the Tech Bubble scenario lets us explore how these macro conditions affectContinue reading FAANGs for the Memories

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?

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

Wage Inflation – Time to Panic Yet?

Increasing wages, rising rates, and looming inflation have caused a shakeup in the markets, but investors shouldn’t fret. When should investors panic about inflation and rising rates? At HiddenLevers we analyze a wide range of forward-looking economic scenarios, and many of our users have long been interested in modeling the impact of rising rates. AsContinue reading Wage Inflation – Time to Panic Yet?