War Room: End of Gridlock
Replay Thu Nov 3rd, 2016 4:30PM EST

Portfolio Stress Testing + Risk Management

Gauge risks and opportunities before they unfold
Stress Test Your Portfolios:
Schedule Demo
Assets on HL Platform:
$112,328,200,988

What's New

Nov 2016
Introduction to HiddenLevers
Sep 2016
New Podcast on RIAs
Nov 2016
Scenario: Trump Agenda
Jul 2016
Spotlight on Risk Software
Aug 2016
LPL Selects HiddenLevers

Upcoming EventsSee All

December 2016

February 2017

1-4
TD Ameritrade LINC San Diego, CA February 1-4, 2017 National LINC is designed to bring you a range of effective ways to Learn, be Inspired, Network and Collaborate with likeminded professionals and thought-leaders across the industry. ...

April 2017

24-27
Raymond James Elevate Orlando, FL April 24-27, 2017 The Raymond James Financial Services National Conference for Professional Development is where independent advisors can connect with their peers and firm leaders, expand their knowledge and explore new ideas. ...

Recent Blog PostsSee All

Testimonials

As an investment advisor, I would not want to be without an analytical tool like HiddenLevers. Rick Kahler - Kahler Financial Group
We were early adopters of HiddenLevers and now consider it a key tool for our practice. Jessica Maldonado - Searcy Financial Services

How It Works

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.

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.

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.

Stress Testing

Illustrate the impact of economic risks on portfolio models, current clients and prospects' holdings.

DOL-friendly Proposals

Generate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.

Risk Monitor

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

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

Atlanta 120 N. Candler St. Decatur Atlanta, GA
ATL NYC
New York City 85 Delancey St. PH 66 New York, NY