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

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

Spotlight Subscriber: Truly Unique Strategies

We work with some of the best financial advisors in the world.  Thank you, Robert, for the great feedback. Today’s spotlight shines on… Robert Ruggirello, from Brave Eagle Wealth Management Q. How did you get started with HiddenLevers? We were searching for a stress testing platform to provide a non-biased third party view of the drawdown risk in ourContinue reading Spotlight Subscriber: Truly Unique Strategies

New Feature: White-Labeled Hello-to-Close Workflow

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

New Feature: Style + Sector Analysis

We’re excited to release the next expansion of our Proposal report, which includes three new analysis sections. The Style, Sector, and Market Cap pages are now available for anyone with the Proposal feature. These sections can be added to your proposal through the Proposal Settings page. Here you can customize the proposal in many ways including settingContinue reading New Feature: Style + Sector Analysis

Spotlight on Subscribers: A Client Friendly Tool

We work with some of the best financial advisors in the world. Thank you Richard for the great feedback. Today’s spotlight shines on… Richard Oring,  from New Century Financial Group Q. How did you get started with HiddenLevers? I discovered HiddenLevers when I got frustrated by the current software I was using to measure risk. The softwareContinue reading Spotlight on Subscribers: A Client Friendly Tool

HiddenLevers Perspective: Economic Levers

In HiddenLevers, you can run economic what-if simulations on investments. For example, how would a Conservative Model perform if Oil prices double or the Fed unwinds its balance sheet? In addition to our built-in simulations, interactive stress testing allows you to create custom economic scenarios and adjust various economic indicators (levers). In this HiddenLevers Perspective,Continue reading HiddenLevers Perspective: Economic Levers

The Spotlight is on HiddenLevers

HiddenLevers is usually the one shining the spotlight on our users, but this week the spotlight is shining on HiddenLevers’ co-founder Praveen Ghanta. He was recently interviewed by Manish Khatta, of  Potomac Fund Management, after HiddenLevers was chosen to power their client proposal system. After two years of failed attempts with various providers, Potomac finallyContinue reading The Spotlight is on HiddenLevers

New Feature: Single Portfolio Proposal Report

The HiddenLevers proposal report now supports both single and double portfolio proposals. It is available now as an add-on feature in HiddenLevers. See a video demonstration here: The single portfolio proposal is helpful if you don’t have or need a prospect’s current holdings. It can also be used to create presentations for individual models. IfContinue reading New Feature: Single Portfolio Proposal Report