HiddenLevers Reviews & Product Details

I like the investment risk scores along with the integration with Raymond James. I can quickly see how much risk is in a client's portfolio. The questionnaire is simple and easy for the client to understand. Review collected by and hosted on G2.com.

I dislike that it cannot comprehend certain investments like structured investments or annuities with their guarantees. Some UITs are also missed. This leads to a misleading risk score. I also dislike how the risk questionnaire scores all come back between 15 and 25 regardless of their answers; someone young and wants risk will come up with a 38 which is 75% stocks. I find that incorrect. Review collected by and hosted on G2.com.

HiddenLevers has been an integral part of our process to ensure that client's portfolios are in line with their risk tolerance, time horizon, and goals. Reports produced by HiddenLevers are professional and enhance the client's understanding of their portfolios. Review collected by and hosted on G2.com.

Additional customization capabilities would improve the experience. Review collected by and hosted on G2.com.

I love HiddenLevers! It has helped me clearly show clients what is happening in their current accounts and what the possible futures can be for them. I have closed several sales with this program and the custom portfolio outputs it helps you with. Review collected by and hosted on G2.com.

The only thing that I found a little challenging was that it told a few portfolios to get used to the program's options. Review collected by and hosted on G2.com.

The different scenarios are a great talking point with clients and a differentiator from Riskalyze, although the "speed limit" they use is more relatable than a standard risk score. It would be cool to do something unique with the risk score to create a metaphor for risk/return (driving a car, etc.) Review collected by and hosted on G2.com.

The RTQ should consider showing the graphs for different equity allocations ending on a down market, as well as up markets. It's easy for someone to think they want to choose the aggressive option when the end result always shows it outperforming the S&P 500 during an up market. Showing the graph end on a down market might help explain the volatility better. Also the Orion integration is a little buggy sometimes, for instance I just tried to login and am not seeing holdings for any of the accounts through the integration. Review collected by and hosted on G2.com.

The stress test is an exceptional tool to demonstrate portfolio reaction to potential adverse market conditions. Also the ability to look at past portfolio performance side by side has proved very useful as well. Review collected by and hosted on G2.com.

Nothing. They seem to have too much fun at work?? Review collected by and hosted on G2.com.

The relevancy of outcomes for each scenario is what investors are really thinking about. If a client has real concerns over a specific event that could effect them from achieving their goals, we can see how each underlying investment would react, then at the account level, then at the entire portfolio level. Review collected by and hosted on G2.com.

Individual fixed income investments are not as accurate as stocks, ETFs, or mutual funds. It can be difficult to determine the best mix of scenario outcomes aligned with probably of them happening for Compliance to be in agreement as well. Review collected by and hosted on G2.com.

I find the risk profile comparison the most helpful feature. I like how HL puts a green box around the risk/return parameters that have the best numbers out of the portfolios that are being compared and contrasted. I like how they offer a menu of stress-tests ranging from pandemic shutdown to election uncertainty or S&P 500 decline of 20%. Review collected by and hosted on G2.com.

I wish the risk score numbers corresponded with other risk software such as Finemetrica and Riskalyze. Review collected by and hosted on G2.com.

-I like the functionality with Emoney. I like the Investment Policy Statement feature.

Comparing portfolios - ie taking a prospect portfolio and comparing it to my portfolios

-I like the risk questionnaire and how it assigns a number to portfolios. Review collected by and hosted on G2.com.

-if I don't use the software for a while, I have to refresh with tutorials. It's not as intuitive as I would like.

-it's expensive for a solo advisor. I need to use it more to make it a value to my firm - this is not Hidden Levers fault, but sometimes I just use Kwanti to show risk with clients because it is just so easy to use. Review collected by and hosted on G2.com.

Quality data & analytics, easy to use interface, valuable scenario library & War Room presentations Review collected by and hosted on G2.com.

More marketing support for use of tools. Review collected by and hosted on G2.com.

The ability to integrate and link accounts makes it very easy to prospect and build proposed portfolios. Stress testing and scenario analysis is amazing. Review collected by and hosted on G2.com.

Some of the tools don't receive the attention they deserve. Review collected by and hosted on G2.com.

I like the proposal module, it makes generating a custom proposal very easy. Review collected by and hosted on G2.com.

Honestly, I like everything about Hiddenlevers, but if I had to change something I would lower the price. Review collected by and hosted on G2.com.

I like the planning features available, as well as the risk assessment breakdown. Review collected by and hosted on G2.com.

The only real downfall I find to the software is the risk score is shown as a downside percentage and not just a full number. Review collected by and hosted on G2.com.

The ability to manipulate future events and to see the relative impact to holdings and overall portfolios. Review collected by and hosted on G2.com.

The Mobile version of the program seems to be fairly clunky. Review collected by and hosted on G2.com.

I like the illustrations it provides showing how different scenarios could play out. Review collected by and hosted on G2.com.

Not being able to create a household for a husband and wife. Also, I wish their was a short video clip (2 minutes) that would explain the scenarios. Review collected by and hosted on G2.com.

I like the ability to show scenarios from past major economic events so that clients can see how their current and recommended portfolios would have performed. Review collected by and hosted on G2.com.

Client Mode could use more features when presenting to client. Review collected by and hosted on G2.com.

The out put reports are client friendly and very compelling. Review collected by and hosted on G2.com.

There is a learning curve and the software isn't exactly inexpensive. Review collected by and hosted on G2.com.

What is helpful and easy about Hidden Levers is how you can input the current asset into the model and compare it to other models that you may recommend. Review collected by and hosted on G2.com.

There isn't anything that I dislike about Hidden Levers. If there is some kind of issue I haven't uncovered it yet. Review collected by and hosted on G2.com.

Very client friendly reports, very nice risk tolerance questionnaire for the clients to answer Review collected by and hosted on G2.com.

Wish they were able to link better with MoneyGuidePro Review collected by and hosted on G2.com.

The ease at which you can show client risk assessments. There are a lot of available tools which can benefit this industry. Review collected by and hosted on G2.com.

Creating a financial plan is not as user friendly as I hoped. I wish it was a little easier to plug in income & outflows. Review collected by and hosted on G2.com.

Intuitive graphics and summary descriptions make end user relationships & analysis framework easy to establish. Review collected by and hosted on G2.com.

Drill down features from major tabs seems a bit difficult to navigate to establish stress tests. Review collected by and hosted on G2.com.

The instantaneous results you obtain with a user friendly interface. Review collected by and hosted on G2.com.

The options, at times, can seem mind-boggling. Review collected by and hosted on G2.com.

My interaction with HiddenLevers is minimal but using it for the stress tests has been a plus with our clients and easy to use Review collected by and hosted on G2.com.

Integration with other software's could be better. Review collected by and hosted on G2.com.

Ease of use. Once you set it up, it runs itself so i just have to review the results and make any changes i think are necessary. Review collected by and hosted on G2.com.

Nothing really. Maybe a little less expensive? Review collected by and hosted on G2.com.

The outputs are easy for clients to understand Review collected by and hosted on G2.com.

It can be difficult to input data for existing clients and risk/return assumptions are not accurate for hedge fund/private equity positions Review collected by and hosted on G2.com.

I like Risk analysis / scenario breakdown Review collected by and hosted on G2.com.

Structured product customization needs work Review collected by and hosted on G2.com.