“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
It’s 2020, Robin logs into the CRM and views 15 new leads from last night. The company just launched their latest digital portal that helps HNW clients and advisors to visualize the risk in their current products. Robin looks at the portfolios and logs into the firm’s AI big data solution to make sure theContinue reading The Death of a Wholesaler
World Cup isn’t the only arena in which top contenders are being humbled. The US is dominating the economic scene right now, and its intimidating stance is leaving other regions diminished. 1. What’s behind the EM currency flight? 2. Is Europe even relevant now? 3. Could trade tensions pop China’s debt bubble? Take a lookContinue reading War Room: US as Bully?
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 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
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
Since the Financial Crisis, there has been one constant in the capital markets – an accommodative central bank and low interest rates. Today those days are starting feel long in the tooth. The 10-year treasury crested past 3% in April and investors expect a more hawkish Fed president to move away from the easy moneyContinue reading Hawks on the Horizon
Curious about the ins and outs of it all? Check out the New Fed Hawks War Room above. I. The Skinny: New Fed Hawks – Why Ripe? 2018: New Fed chair, rising volatility, and the flattest yield curve in a decade. The Fed is back in the spotlight as it deals with short-term rates exceedingContinue reading War Room Recap: New Fed Hawks
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
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 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
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
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?
Current CAPE levels are at the high end, but rising earnings and 2008 earnings dropping out of CAPE could enable the market to keep rising. The US economy is riding into 2018 on a high. Fueled by low interest rates and low inflation, markets continue to make a historic rise. Unemployment is at its lowestContinue reading Scenario Pulse Check: S&P Valuations
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
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
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
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
You knew it was coming – a battle between the rich and mass affluent. Trump’s tax plan lays bare this clash, and will bring corporate lobbyists into the fray as well. While legislative reality usually strays from executive proposal, it’s important to frame the issues clearly. -Who are the real beneficiaries of the Trump tax plan?Continue reading War Room Recap – Taxman Trump
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 theContinue reading New Feature: White-Labeled Hello-to-Close Workflow