Seamlessly import your eMoney portfolios into HiddenLevers for stress testing, proposal generation, cash flow analysis + more
Better portfolios, beautiful proposals, and firm-wide risk analytics in one platform.
Comprehensive Client Workflow
Advisors get a streamlined journey taking a prospect or client through risk tolerance, pulling in current holdings + goals for a diagnostic, and building recommendations.
Address client concerns quickly and guide the conversation towards economic events using over 100 built-in, customizable scenarios.
Quickly and easily generate robust, branded proposals for prospects and clients with a variety of analysis modules.
Assets on HL Platform: $112,328,200,988
HiddenLevers + eMoney Resources Listen in on a replay of a live webinar featuring experts from eMoney and HiddenLevers go over some of the most useful features to help you make the most of your technology. If you have any questions about the platform, be sure to check out our Knowledge Base. If you'd like to see how HiddenLevers + eMoney can be used first hand, schedule a demo today! Schedule Demo
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