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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.
Present better client proposals that combine the value of stress testing and risk metrics.

Stress Testing

Illustrate the impact of economic risks on portfolio models, current clients and prospects' holdings.
Stress test any security or portfolio against dozens of economic factors. Stress test clients, households, portfolios, or individual securities with precision.

Risk Monitor

Create a Digital Risk Officer to monitor accounts drifting from risk bands, and flag bad actor advisors + fund managers.
Monitor risk across an entire firm, stress test an advisor's book of business, empower your management team with analytics to drive growth.

How It Works

Stress testing powered by big data and correlation analysis of millions of relationships between economic indicators and investment assets.

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.
Research-driven macroeconomic scenarios to stress test economic events from the Financial Crisis to forward-looking scenarios.

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.
Combine investment asset and economic variable regression analysis with research-driven scenario assumptions to deliver high quality stress test results for clients, households, portfolios, and securities.

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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About HiddenLevers

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HiddenLevers is a risk technology platform, providing next-level applications, analytics and economic research for the wealth management space. With over $200 billion in assets on its platform, HiddenLevers offers client-facing and home office solutions aimed at financial advisors, asset managers, compliance teams and corporate treasuries. 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 remains a self-funded company, headquarted in Atlanta, Georgia.

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Atlanta 115 N. McDonough St. Decatur, GA 30030