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.

BeginReleaseNotesJSON {"lastUpdated":"2019-02-11","items":[{"badge":"New!","content":"Survey Tracking Timeframes: Now, our Survey Tracker, which allows you to see who has + has not taken a survey in bulk and bulk email surveys just added timeframe filters. Sort who hasn’t taken a survey based on their last completion date, so you know all clients are on track with their risk profile. See it here!"},{"badge":"Updated!","content":" Risk Profile Comparison: Our popular comparative feature just got better! We've added Style, Sector, Market Cap, Fixed Income, Geographical Analysis, and just added fee analysis. Check out all the new sections here"},{"badge":"Updated!","content":"Edit Layout for Risk Profile + Risk Profile Comparison: Ever wanted to customize the layout of Risk Profile or Risk Profile Comparison? Now you can! Click the blue Edit Layout button on the sidebar of either page to move sections around or remove sections.Click here for Risk Profile Layout and click here for Risk Profile Comparison"},{"badge":"Improved!","content":"New + Improved Search: Now when you search, select what you’re looking for - funds, portfolio, ETF, SMA, etc. Try it out by using the search engine in the top left corner"}]} EndReleaseNotesJSON