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

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Learn more about Proposal
Learn more about Stress
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Assets on HL Platform:

Proposal Generation

Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.
Screenshot of a HiddenLevers Proposal

Stress Testing

Illustrate the impact of economic risks on portfolio models, current clients and prospects' holdings.
Screenshot of HiddenLevers Stress Testing screen Screenshot of HiddenLevers Stress Testing screen

Risk Monitor

Create a Digital Risk Officer to monitor accounts drifting from risk bands, and flag bad actor advisors + fund managers.
Screenshot of HiddenLevers Risk Monitor screen

How It Works

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Find the Connections

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HiddenLevers uses big data to measure millions of relationships between the economy and investments. Interest rates affect home sales and oil prices, which impact the price of Home Depot stock. We uncover these links for 35,000+ investments.
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Ask the Big What-ifs

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HiddenLevers' research team creates scenarios to model recessions, crises, and other economic events, using historical research and analysis on how economic indicators are correlated.
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Model the Impacts

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In a stress test, investment performance is projected using the relationships measured in step 1, applied to the scenario assumptions in step 2. If a scenario forecasts oil to rise, and Exxon is correlated with oil, then Exxon will rise in that scenario.

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HiddenLevers is very advisor friendly and very client friendly, while with other tech it's either one or the other. Michelle Kessel-Harbart
Chief Operating Officer, Avisen Securities
As an investment advisor, I would not want to be without an analytical tool like HiddenLevers. Rick Kahler
Kahler Financial Group
Hidden Levers has served to be a valuable tool in our Portfolio Construction and diligence process... John M. McArthur, CIMA, Senior Partner & Chief Investment Officer
Krilogy Financial
Most clients don't understand asset management. With HiddenLevers, we take real-world scenarios and illustrate how their portfolio may react. Michael Carlin
Henry + Horne Wealth Management
We were early adopters of HiddenLevers and now consider it a key tool for our practice. Jessica Maldonado
Searcy Financial Services
Since we began using HiddenLevers over a year ago, it has become an indispensable tool for us. Vincent Barbera
Newbridge Wealth Management
I really love the proposal report as this has helped me compete against managed mutual fund portfolios. Richard Oring
New Century Financial Group
HiddenLevers helps us to quantify the level of diversification. Robert Ruggirello
Brave Eagle Wealth Management
HiddenLevers provides transparency to clients as to the portfolio effects of real-world scenarios... Trust Point Advisors
As a prospecting tool, HiddenLevers helps me illustrate how someone is being underserved by their current advisor. David Ortiz
The Financial Chef
It has been a valuable tool both for converting prospects and for getting buy-in from our clients... David Clayman
Twelve Points Wealth
Thanks for your support. I am glad to see your firm continues its commitment... Brad Clinard
Clinard Financial
HiddenLevers helps address a client's emotional reaction... Rob Vaughn
Hanson McClain Advisors

About HiddenLevers

As Featured In

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.

As Featured In

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