Enhance your eMoney experience with the HiddenLevers Integration
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Seamlessly import your eMoney portfolios into HiddenLevers for stress testing, proposal generation, cash flow analysis + more
Single Sign On In less than 5 minutes you can turn on your HiddenLevers integration and begin stress testing your eMoney portfolios.
Access HiddenLevers Features With HiddenLevers you'll have the ability to stress test your portfolios and produce various client-facing output to create a one of a kind client experience.
Sync Outside Portfolios Show your clients how portfolios you manage compare to their portfolios that are managed elsewhere.
Why HiddenLevers?
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.
Stress Testing
Address client concerns quickly and guide the conversation towards economic events using over 100 built-in, customizable scenarios.
Investment Proposals
Quickly and easily generate robust, branded proposals for prospects and clients with a variety of analysis modules.
Learn More
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
Frequently Asked Questions
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