HiddenLevers is the premier portfolio stress testing platform for financial advisors everywhere. Advisors use the correlations engine and easy user interface to help clients understand risk in portfolios, showcase hedging strategies, and compare portfolios in context of several macro-economic outcomes. The stress testing toolkit also includes macro themes for those interested in using scenarios and economic trends to effect tactical asset allocation.

Advisors are able to use HiddenLevers for portfolio management needs like risk monitoring and stress testing, as well as fiduciary needs like client-friendly explanation and presentation of risk. HiddenLevers helps advisors manage client expectations with portfolio stress testing.

BeginEventsJSON {"November": [{"title": "Southeast RIA Summit 2018","startMonth": "November 2018","days": "7","startDate": "11/07/2018","endDate": "11/07/2018","dateLocationString": "2018","current":true,"url": "www.riasummits.com/southeast/","imageURL": "hiddenlevers.files.wordpress.com/2018/08/static1-squarespace-com.png","description": "The Southeast RIA Summit is a gathering of independent RIAs to discuss investment strategy, global trends and best practices in compliance, technology and RIA M&A."}],"October": [{"title": "Schwab IMPACT 2018","startMonth": "October 2018","days": "28-31","startDate": "10/28/2018","endDate": "10/31/2018","dateLocationString": "2018","current":true,"imageURL": "www.hiddenlevers.com/img/events/schwab.png","description": "IMPACT is an invitation-only industry conference where advisors come together with influential presenters, exhibitors, and subject-matter experts to learn about and collaborate on key issues and best practices.","url": "impact.schwab.com/"}],"September": [{"title": "Orion Ascent 2018","startMonth": "September 2018","days": "05-07","startDate": "09/05/2018","endDate": "09/07/2018","dateLocationString": "2018","url": "ascent2018.com","imageURL": "hiddenlevers.files.wordpress.com/2018/07/download1.jpg","description": "Ascent is the premier Orion event of the year for users looking to learn, train and build a deeper understanding of how our platform can fuel their business growth."},{"title": "Texas RIA Summit 2018","startMonth": "September 2018","days": "13","startDate": "09/13/2018","endDate": "09/13/2018","dateLocationString": "2018","url": "www.riasummits.com/texas/","imageURL": "hiddenlevers.files.wordpress.com/2018/07/static1-squarespace.png","description": "The Texas RIA Summit is a gathering of independent RIAs to discuss investment strategy, global trends and best practices in compliance, technology and RIA M&A."}],"June": [{"title": "Morningstar Investment Conference","startMonth": "June 2018","days": "11-13","startDate": "06/11/2018","endDate": "06/13/2018","dateLocationString": "McCormick Place, Chicago June 11-13, 2018","imageURL": "www.hiddenlevers.com/img/events/morningstar.png","description": "Morningstar presents the latest developments on financial advice from the industrys top minds. Discover new perspectives on the market and ideas to put into practice.","url": "www.morningstar.com/company/MIC"},{"title": "TSAM 2018","startMonth": "June 2018","days": "13","startDate": "06/13/2018","endDate": "06/13/2018","dateLocationString": "New York, NY June 13, 2018","imageURL": "www.hiddenlevers.com/img/events/tsam.png","description": "The Summit for Asset Management (TSAM) brings you together with senior decision makers from the worlds most innovative and forward thinking asset managers globally.","url": "www.tsamnewyork.com/"},{"title": "Webinar: HiddenLevers + MoneyGuidePro: Create Better Plans in Less Time","startMonth": "June 2018","days": "19","startDate": "06/19/2018","endDate": "06/19/2018","dateLocationString": "Online June 19, 2018","imageURL": "www.hiddenlevers.com/img/events/hl.png","description": "Join us for a presentation to learn how the seamless integration between HiddenLevers portfolio stress testing software and MoneyGuidePro financial planning software will yield better plans in less time.","url": "register.gotowebinar.com/register/6270669136079477250"}],"May": [{"title": "RJFS National ELEVATE","startMonth": "May 2018","days": "21-24","startDate": "05/21/2018","endDate": "05/24/2018","dateLocationString": "Gaylord National Resort, MD May 21-24, 2018","imageURL": "www.hiddenlevers.com/img/events/rj-event-logo.png","description": "The Raymond James Financial Services ELEVATE national conference is where independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas.","url": "www.raymondjames.com/advisorchoice/library/ncpd/"}],"February": [{"title": "2018 Lincoln Financial Network Spring Forum","startMonth": "Feb 2018","days": "25-1","startDate": "02/25/2018","endDate": "03/01/2018","dateLocationString": "Philadelphia, PE Feb 25-Mar 1, 2018","imageURL": "www.hiddenlevers.com/img/events/lfg.jpg","description": "The LFN Spring Forum is a tremendous opportunity to engage some of the most established and successful members of Lincoln Financial Network.","url": "www.lfg.com/public/individual"}],"January": [{"title": "TD Linc 2018","startMonth": "Jan 2018","days": "31-2","startDate": "01/31/2018","endDate": "02/02/2018","dateLocationString": "Orlando, FL Jan 31- Feb 2, 2018","imageURL": "www.hiddenlevers.com/img/events/linc.jpg","description": "National LINC 2018 inspires with vision. Thought leaders, peers and colleagues, all exploring, discovering and sharing together.","url": "tdaconferences.com/about/"}]} EndEventsJSON