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.

BeginTestimonialsJSON [{"name":"Michelle Kessel-Harbart","title":"Chief Operating Officer, Avisen Securities","linkType":"blog","url":"https://blog.hiddenlevers.com/2018/08/24/avisen-securities-closes-5m-with-hiddenlevers-cash-flow-analysis/","thumbnail":"/img/testimonials/michelle.png","textPreview":"HiddenLevers is very advisor-friendly and very client-friendly, while with other tech it's either one or the other."},{"name":"Rick Kahler","title":"Kahler Financial Group","linkType":"modal","url":"/testimonials/rick-kahler.html","thumbnail":"/img/testimonials/rick-square.png","textPreview":"As an investment advisor, I would not want to be without an analytical tool like HiddenLevers."},{"name":"John M. McArthur","title":"CIMA, Senior Partner & Chief Investment Officer","linkType":"modal","url":"/testimonials/krilogy.html","thumbnail":"/img/testimonials/krilogy-square.png","textPreview":"HiddenLevers has served to be a valuable tool in our Portfolio Construction and diligence process."},{"name":"Michael Carlin","title":"Henry + Horne Wealth Management","linkType":"modal","url":"/testimonials/michael-carlin.html","thumbnail":"/img/testimonials/michael.jpg","textPreview":"Most clients don't understand asset management. With HiddenLevers, we take real-world scenarios and illustrate how their portfolio may react."},{"name":"Jessica Maldonado, AIFA®, GFS™, C(k)P®, PPC™","title":"Searcy Financial Services","linkType":"modal","url":"/testimonials/jessica-maldonado.html","thumbnail":"/img/testimonials/jessica-small.jpg","textPreview":"We were early adopters of HiddenLevers and now consider it a key tool for our practice."},{"name":"Vincent Barbera","title":"Newbridge Wealth Management","linkType":"blog","url":"https://blog.hiddenlevers.com/2017/02/10/spotlight-on-subscribers-an-indispensable-tool/","thumbnail":"/img/testimonials/vincent-square.png","textPreview":"Ever since we began using HiddenLevers over a year ago, it has become an indispensable tool for us."},{"name":"Richard Oring","title":"New Century Financial Group","linkType":"blog","url":"https://www.hiddenlevers.com/blog/post/spotlight-on-subscribers-a-client-friendly-tool?id=163716849953","thumbnail":"/img/testimonials/richard-oring-square.png","textPreview":"I really love the proposal report as this has helped me compete against managed mutual fund portfolios."},{"name":"Robert Ruggirello","title":"Brave Eagle Wealth Management","linkType":"blog","url":"https://blog.hiddenlevers.com/2017/09/20/390/","thumbnail":"/img/testimonials/robert-square.png","textPreview":"HiddenLevers helps us to quantify the level of diversification."},{"name":"Trust Point Advisors ","title":" ","linkType":"blog","url":"https://blog.hiddenlevers.com/2018/03/09/subscriber-spotlight-trust-point-advisors/","thumbnail":"/img/testimonials/trustpoint.png","textPreview":"HiddenLevers provides transparency to clients as to the portfolio effects of real-world scenarios..."},{"name":"David Ortiz","title":"The Financial Chef","linkType":"blog","url":"https://www.hiddenlevers.com/blog/post/spotlight-on-subscribers-illustrating-your-value?id=158119482663","thumbnail":"/img/testimonials/david-ortiz-square.png","textPreview":"As a prospecting tool, HiddenLevers helps me illustrate how someone is being underserved by their current advisor."},{"name":"David Clayman","title":"Twelve Points Wealth","linkType":"blog","url":"https://www.hiddenlevers.com/blog/post/spotlight-on-subscribers-help-clients-understand-risk?id=159266537633","thumbnail":"/img/testimonials/david-clayman-square.png","textPreview":"It has been a valuable tool both for converting prospects and for getting buy-in from our clients..."},{"name":"Brad Clinard","title":"Clinard Financial","linkType":"modal","url":"/testimonials/brad-clinard.html","thumbnail":"/img/testimonials/brad-square.png","textPreview":"Thanks for your support. I am glad to see your firm continues its commitment..."},{"name":"Rob Vaughn","title":"Hanson McClain Advisors","linkType":"modal","url":"/testimonials/rob-vaughn.html","thumbnail":"/img/testimonials/rob-vaughn.png","textPreview":"HiddenLevers helps address a client's emotional reaction..."}] EndTestimonialsJSON