Proposal GenerationGenerate proposals that include risk tolerance capture and fee attribution, to help satisfy heightened regulatory demands.
Stress TestingIllustrate the impact of economic risks on portfolio models, current clients and prospects' holdings.
Risk MonitorCreate a Digital Risk Officer to monitor accounts drifting from risk bands, and flag bad actor advisors + fund managers.
How It Works
Find the ConnectionsLearn more
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-ifsLearn more
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 ImpactsLearn more
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.
As Featured In
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.