HiddenLevers
4.4
35
HiddenLevers is a cloud-based risk technology platform for wealth management professionals, offering client-facing and home office solutions, portfolio stress testing, investment proposal generation, and enterprise risk and revenue monitoring.
Strengths
-
Customizable
Allows for personalized risk assessment and portfolio analysis
-
Integrations
Integrates with popular CRM and portfolio management software
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Scenario Analysis
Provides detailed scenario analysis to help with decision making
Weaknesses
-
Pricing
Pricing may be too high for smaller firms
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Complexity
May be too complex for some users
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Limited Asset Classes
Limited coverage of asset classes
Opportunities
- Increasing demand for risk management tools
- Potential to expand coverage of asset classes
- Opportunity to form partnerships with other software providers
Threats
- Competition from other risk management software providers
- Potential for increased regulation in the financial industry
- Potential for decreased demand during economic downturns
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http://www.hiddenlevers.com
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HiddenLevers Plan
HiddenLevers offers a range of pricing plans starting at $95/month with varying features such as risk analysis and portfolio stress testing.
Basic
300
Month
Our Basic subscription is centered around risk.
Interactive Stress Testing
Risk Profile Comparison
Digital Risk Questionnaire
Pro
600
Month
Our Pro subscription is centered around financial planning.
Basic Features Plus...
Cashflow Analysis
Goals + Income Builder
Financial Plan Stress Testing
Elite
1200
Month
Our Elite subscription is centered around the client experience.
Pro Features Plus...
Interactive Presentations
PDF Proposals
DocuSign Integration
Prime
2400
Month
Our Prime subscription is centered around Complex Alternatives.
Elite Features Plus...
Alts Stress Testing
Options + Structured Products
Non-traded Asset Monitoring
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
