HiddenLevers + Morningstar Partnership

Watch the Integration Demonstration:

Integration Resources pdfHiddenLevers Spec Sheet pdfMorningstar + HiddenLevers Integration Press Release

Frequently Asked Questions What is HiddenLevers? 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. HiddenLevers sounds interesting, but what's the benefit for advisors? Advisors agree, HiddenLevers brings value by:

Attracting new clients and AUM
Increasing client confidence and referrals
Showcasing strategies against specific Macro concerns or events

Please contact HiddenLevers at 800.277.4830 or click here to schedule an online demo. How much does HiddenLevers cost? Plans and pricing information can be found here.

Please contact HiddenLevers sales for information on discounted trial pricing and other offers. How do I use HiddenLevers with Morningstar Office?

Log into HiddenLevers and click Portfolio Import at left.
Click the Morningstar logo, and select Morningstar Office.
Enter your Morningstar Office credentials and click Activate. You should see accounts from Morningstar in HiddenLevers immediately.

Advisor Platform

For Leading Edge Advisory Firms Leading advisory firms use the HiddenLevers Advisor Platform to gauge client risk tolerance, stress test portfolios, and build recommendations that limit risk while meeting future goals. With custom proposal generation, advisors can generate branded proposals to present risk tolerance, fee attribution, stress tests, style and sector breakdowns, and much more.

Sample Proposal

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

Risk Monitor

For Executives HiddenLevers Risk Monitor provides true business intelligence for Financial Institutions - monitor risk to assets (AUM), clients, revenue, and profitability from the entire firm all the way down to the individual advisor's book of business. With customizable monitoring and visualization of risk, asset flows, asset drift, and firm-specific KPIs, executives can manage growth and complexity in real time.

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Monitor risk across an entire firm, stress test an advisor's book of business, empower your management team with analytics to drive growth.

Portfolio Analytics + Stress Testing

For Portfolio + Asset Managers Use HiddenLevers to stress test and perform comparative analytics on individual securities, portfolios, households, and models. The platform analyzes stocks, bonds, ETFs, mutual funds, annuities, SMAs, real estate, options, and currencies, and also enables the upload of return series to analyze virtually any private investment. Portfolio construction, portfolio optimization, and investment screening are powered by econometrics and factor exposure, and fund decomposition by sector / style / geography / asset allocation rounds out a comprehensive analytics platform.

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Stress test any security or portfolio against dozens of economic factors.

Stress test clients, households, portfolios, or individual securities with precision.

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.

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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 $400 billion in assets on its platform, HiddenLevers offers client-facing and home office solutions aimed at executives, financial advisors, asset managers, and portfolio managers. 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, headquartered in Atlanta, Georgia.

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Atlanta 115 N. McDonough St. Decatur, GA 30030