War Room: Bitcoin – Con or Currency?
Replay Thursday Jan 25th, 2017 4:30PM EST

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

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

Proposal Generation

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

Stress Testing

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

Risk Monitor

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

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.

What's New

Jan 2017
WAR ROOM: Bitcoin – Con or Currency?
Mar 2017
Orion Selects HiddenLevers for Proposal Generation
Jun 2017
Hiddenlevers Making Waves in Zurich
Nov 2016
Introduction to HiddenLevers
Aug 2016
LPL Selects HiddenLevers

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Jan 2018

May 2018

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June 2018

TSAM 2018 New York, NY June 21-22, 2018 See Event Info

October 2018

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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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