HiddenLevers Reviews & Product Details

HiddenLevers Overview

What is HiddenLevers?

HiddenLevers is a risk technology platform providing next-level applications for the wealth management space. With over $500 billion in assets on our platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. The cloud-based platform includes a cutting-edge macro-scenario library portfolio stress testing, model construction, investment proposal generation, and enterprise risk and revenue monitoring.

HiddenLevers Details
Languages Supported
English
Product Description

Explain Risk. Engage Clients.From Hello-to-Close.


Seller Details
Seller
HiddenLevers
Company Website
Year Founded
2009
HQ Location
Decatur, Georgia
Twitter
@HiddenLevers
2,941 Twitter followers
LinkedIn® Page
www.linkedin.com
23 employees on LinkedIn®

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HiddenLevers Reviews

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

I am using the questionnaire to determine a clients risk tolerance and using the integration from Raymond James to determine where their portfolio is rated at. If the answers are off, we will make recommendations for a broad-based asset allocation change. Its helpful to explain it that easily and clients enjoy the conversation. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Our firm utilizes HiddenLevers reports in prospect and client meetings for years. It has proven vital in explaining investment analysis and portfolio comparison. I would highly recommend HiddenLevers! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Deep dive analysis reports of prospective client's holdings compared to our model portfolios would take days to create on our own. HiddenLevers' reports take minutes to produce and are aesthetically pleasing far beyond our capabilities. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

So for many clients, they like to see a good amount of information and some like to just see a clean and concise summary. The great part is that HiddenLevers can do both and it is easy to add and remove information from the outputted from the program. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

N/A Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The different scenarios, like the election scenario, allow us to have a conversation about how world events may impact the portfolio. Clients seem to appreciate it. Review collected by and hosted on G2.com.

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Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Would highly recommend. Clients seeing past and potential results of their current portfolios with their own eyes is a powerful moment. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Seeing potential downturns in a dollar amount attached to their holdings is a real wake up call for some. Really helps de-risking portfolios in the transition from accumulation stage of life to a more balanced retirement approach. Review collected by and hosted on G2.com.

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AF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We're solving the problem of clients thinking they only need income from their portfolio and showing how that isn't the best strategy long-term. We're benefiting by having deeper conversations with clients about their personal market worries. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

HL is helpful to show prospective and existing clients the risks they are taking with their self-managed investments. Understanding potential outcomes (both downside and upside) can lead to peace of mind and sometimes to action to rebalance to a more risk-appropriate portfolio. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

-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.

What do you dislike?

-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.

Recommendations to others considering the product:

If you have a need fora powerful software solution to measure risk in portfolios this is it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

-Preparing an automated Investment Policy Statement that is customizable.

-Clients who like looking at investments are impressed with the software Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

Take HL up on 30-Day Trial, listen to War Room webinar, and thoroughly compare benefits versus competitors. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Unique testing, mapping, and analysis on multiple product types and securities without the worry of limitations and/or asset mgr. conflicts. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

It's amazing. You won't regret it. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

A seamless process from linking new accounts to submitting allocation instructions. It has streamlined our processes enormously. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

I am able to build custom portfolios and HiddenLevers makes is easy convey and set expectations with clients. Review collected by and hosted on G2.com.

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Investment Adviser Representative
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product:

HiddenLevers should meet most of your needs, from creating a financial plan to risk management, it's got it covered. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We mainly use hidden levers to keep in compliance, we use it to make sure our clients portfolios are within the necessary risk category. Review collected by and hosted on G2.com.

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CF
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Try it out and spend some time playing with the many scenarios and further to that play with the movable scales for underlying commodities and sectors. The true beauty of the tool is the flexibility in playing out any scenario that you or a client can think of and have a conversation about the perceived results. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

High level forecasting and optimization of client portfolios. The ability to look at alternatives during perceived events is interesting and opens up advisor conversations in my role. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product:

Do and visit the demos! Also, schedule a call to review all of the offerings that are available. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Risk Analysis for clients who are concerned about the markets. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

Recommendations to others considering the product:

Take a trial run to get a good feel of the program Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Determining clients risk tolerance. Allows discussion with client to get a full picture of what they can expect with market volatility. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

We are using HL to reveal a client's true level of risk and to help them get in line with their comfort zone. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

This program is great to show not only the balance of portfolio structure but also the internal cost of what you may be comparing. As a current user of this program for over a year, I've been able to show my clients how we can reduce the internal cost of their portfolio and also provide them with better investments with better returns. Review collected by and hosted on G2.com.

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Client Relationship Specialist
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Showing clients how much risk is in their portfolio and if we need to adjust. Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We use hiddenlevers mainly for our risk management tool, however there are also some financial planning tools that is available if needed. Review collected by and hosted on G2.com.

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Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Organic
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

Problems: Various risk assessment levels associated with economic levers can be easily addressed within defined macro level scenarios for easy comparison.

Benefits: Easily understood summaries of portfolio results at general category and detail level.

Useful graphics and presentation charts. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

Because of the complexity, take it slow and try to master the things that you use the most. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I like to compare my portfolios with other indexes. Using what-if changes are very easy to perform. I am able to see the results on performance of adding and removing designated assets. Review collected by and hosted on G2.com.

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AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

I currently do not have any problems with HiddenLevers. And again the minimal experience I have had, it has been fairly simple and easy to use. Review collected by and hosted on G2.com.

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

What my clients' portfolio are sensitive to and how they'll react should one of these events occur. Review collected by and hosted on G2.com.

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IF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Has opened up dialogue with clients about how they think they can adjust their current portfolios to suit their risk appetites more accurately. Review collected by and hosted on G2.com.

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UF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

High level analysis and customization of models makes this the best tool I have run across without a significant price tag. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Respond to quickly respond to specific client concerns . Review collected by and hosted on G2.com.

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